by Patrick Carroll, CFP®, CExP™ | Apr 15, 2019 | Family Owned Business, Succession Planning
So you want to transfer your business to your children. Do you know if that child wants to own a business? Not to be insensitive, but have you assessed whether that child has what it takes to run a business? These are tough questions! We know, because we’ve stood by...
by Patrick Carroll, CFP®, CExP™ | Feb 16, 2019 | Family conflict
Divorce. Maybe you’ve been through it. We all know people who have. It’s tough under the best of circumstances and having a business in the mix is far from the best circumstance. But you don’t need to be worried that the end of your relationship means the end of...
by Patrick Carroll, CFP®, CExP™ | Jan 11, 2019 | About Us
Why Obsidian? “We hired you because you understand that we don’t separate our personal goals from our business.” Like so many of our clients, this business owner had interviewed multiple financial planners who could create personal financial plans, and even more...
by Patrick Carroll, CFP®, CExP™ | Mar 7, 2018 | Uncategorized
The markets started 2018 with the wind in their sails, and investors watched as indexes continued their nearly straight-up trajectory from 2017. Then, after the S&P 500’s best January performance since 1997, stocks took a dive at the beginning of February. On...
by Patrick Carroll, CFP®, CExP™ | Feb 13, 2018 | Uncategorized
By Patrick Carroll First, full disclosure: The idea of equating emotions to elephants is not mine. In his book, The Happiness Hypothesis, psychologist Jonathan Haidt suggests that our emotions are like elephants and our intellect their riders. He...
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