About Tim Wolfcale

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So far Tim Wolfcale has created 40 blog entries.

Wealth Management for $1 Million: Choosing the Right Advisor

If you have made your first million dollars, congratulations! They say the second million is a lot easier to earn. But for now, you have probably come to realize that your money can no longer simply live in a bank. To make the most of it, you will need to enter the frightening world of wealth management. Fortunately, a good wealth management advisor can put you on the road to success, creating a diverse portfolio and trading as needed to maximize your investment. Here’s what you need to know to choose the right advisor for you.

Wealth Management Advice for Dentists

Dentists who choose to go into private practice need to think like business owners. In addition to keeping up with the latest techniques, technologies, and best practices regarding dentistry, you also need to grow and protect your business. Wealth management becomes extraordinarily important so that you can provide for your family both now and in your retirement years. Here is some practical wealth management advice for dentists.

Wealth Management for Corporate Executives: What You Need to Know

As a corporate executive, you operate in a world that’s largely unstable. One wrong decision and the board of directors can decide that they’d like to go in a different direction and terminate your contract. You need to be able to protect your wealth in a way that secures it for your future and helps you grow your assets. There are also unique financial considerations that corporate executives must think about. Here are some key wealth management tips for corporate executives.

Wealth Management 101 for Physicians

There are few professions that lead to the financial complexity that physicians face. On one hand, you’re likely making more money than a lot of other people. You also face a unique level of liability and debt. To successfully manage your wealth, you need wealth management strategies that work for physicians. Here are some tips that you can consider.

Wealth Management Advice for Professional Athletes

On top of managing performance, a public image and your career, as a professional athlete, you need to successfully manage the wealth that you generate. Often, you’ll make more money each year until you peak your income before retirement. Use this wealth management advice for professional athletes to form a successful strategy that can help you remain financially secure well into the future.

Wealth Management Tips for Entrepreneurs

If you’re an entrepreneur, you are in a unique financial position. When things are going well, you can feel financially secure, with enough revenue coming into your businesses to enable you to invest in new ideas and projects. When money is tight, it can be tempting to draw money out of a savings or retirement account to tide you over. Entrepreneurs need a different kind of wealth management strategy that accounts for their level of income variability and risk. Here are some wealth management tips for entrepreneurs.

Wealth Management 101 for Business Owners

Business owners have unique needs when it comes to growing and managing their wealth. If you own a company, it is important to think through how your business will move, grow, and adapt in the future. Protecting the business should be a key component in your overall wealth management strategy, along with ensuring that you and your family are comfortably provided for both now and into your retirement years. Here is what you should know.

Harvey Was a Wallbanger and So Much More

Our hearts ache for Houston this evening. U.S. Coast Guard helicopters buzzed the skies over Houston today, 12,000 Texas National Guard troops were deployed across the Gulf and thousands of rescues took place here in the metro area. Some were even supported by Louisiana’s Cajun Navy and simply plain old regular joe citizens like you and me. We are simultaneously humbled by mother nature yet so darn proud of the efforts by so many people here in the great state of Texas.

Top Selling Bottled Water Businesses and How Come It’s Hard to Find along the Texas Gulf Coast Right Now?!

As Hurricane Harvey heads towards Texas, we are reminded as to why the bottled water business is such a good business to be in. The human body can survive for about three days without water. Knowing that the balance of life and death rests with water, you would expect there to be some substantial returns to be had in that type of business.

Compliance Day at CORDA

CORDA Investment Management hosted a Compliance Day yesterday and was treated to a handful of breakout sessions led by Alan Foxman, a senior consultant from the Delray Beach, FL office of National Compliance Services. Alan addressed topics that included fiduciary duties of an RIA, cybersecurity, disclosure requirements, custody, and ethics. The entire CORDA team participated in the day-long event with additional discussions around what typical market corrections looks like, the dramatic under performance of international benchmarks relative to U.S. indexes over the past ten years, where investors could find pockets of value and opportunity in the current market environment, and the rapidly changing disruptions taking place in the oil, gas, and

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