JDT Advisory
After his recent discovery of the power of charitable remainder trusts (CRTs), fictional Wealthpreneur Patton Thorne is interested in …
In the late 1950s and early 1960s, Dempster Mill Manufacturing Co. was a windmill and irrigation systems manufacturer based in Beatrice, Nebraska. Its …
Patton Thorne is a fictional Wealthpreneur with a real-world problem. In 1997, he invested $10,000 in the initial public offering (IPO) of a …
In 2022, over 7.7 million people visited the Louvre museum in Paris. Its most well-known painting is the Mona Lisa, painted during the …
Successful Wealthpreneurs keep risk mitigation in mind while managing all aspects of their financial lives. They know that potential risks …
Successful Wealthpreneurs view their business from the perspective of an investor. As the owner of your business, you are …
When my daughter was in preschool, I spent many nights reading to her about the adventures of princesses like Ariel, Aurora, Belle, and Rapunzel. Girl …
The most successful Wealthpreneurs know the importance of profit in their businesses. If a business is struggling to improve its pretax …
Peter Drucker once said, “Profit for a company is like oxygen for a person.” You can’t hold your breath forever, and your business can’t survive for …
The Saturday Wealthpreneur
David Thach shares his 25+ years of experience with privately held companies to help today’s Wealthpreneurs succeed.
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