How to Keep More of Your Money This Tax Season

It’s one of the most important – and one of the most dreaded – times of the year: Tax season can be stressful and complicated for anyone; for entrepreneurs, it tends to be even more so. And you’re not alone: Some 40% of business owners name tax preparation as the worst part of owning a business. But with the right …

Character: Jack London’s Ultimate Success Factor

Forty-four years ago, in 1972, a young man named J. Phillip London – Jack, for short – took a job at a small defense contracting firm called CACI. London was the company’s thirty-fifth employee, and he is still with CACI today. In fact, he would come to serve 23 years as the firm’s president and CEO and, during that time, …

Company Culture, The Netflix Way

Forward progress is always borne of innovation. This holds true on every level, from individual personal growth to large-scale, global development, and success in business is no exception. I have posted before on the importance of fostering a company culture that is grounded in the spirit of creative exploration, expression, and expansion. But creativity does not exist in a vacuum, and innovation …

The Value of Time Management

“You may delay, but time will not.” These are the words of the ever-practical Benjamin Franklin, and they are, dare I say, timeless – they apply just as much today as they did when he said them. Time management is important for all professionals, and is utterly essential for entrepreneurs. Most of us can probably rattle off at least five …

Trusting Your Instincts

Trusting your instincts can be scary, especially when it comes to making business decisions. For the creative, entrepreneurial type, it can be even scarier, since others don’t always share or understand your vision. And “[i]t wasn’t long ago that decision-by-intuition would have been regarded as little more than magical thinking or a try at luck.” But these days, “research has …

Balancing Your Work and Personal Life

“Work/life balance” – the magical catchphrase that, for many professionals, seems more like an urban legend than an actual, attainable goal. Over the years, I have observed that the quest for such equilibrium is often even more of a challenge for the highly successful entrepreneurial types. Their work tends to be more all-consuming and less cut and dry than that …

PagnatoKarp has been named one of 2015’s Best Places to Work in Virginia

I am honored and humbled that Pagnato Karp has been named one of 2015’s Best Places to Work in Virginia. We pledge a deep commitment to creating a company culture that embraces customer-centricity, creativity, and a transparent desire to make positive industrial and social changes. Our vision could not come to fruition and flourish without two crucial players: our clients …

Anticipate & Adapt: Sharpen Your Strategic Thinking

As an entrepreneur, you’re used to doing it all, from long-term concept planning right down to taking out the trash at the end of the workday. But as your business grows, you begin hiring employees to do more and more of the day-to-day business, and you yourself shift from an execution role to a strategic role, it’s important to have …

Dreaming Bigger – A Steve Jobs Vision

As children, we learn to dream big. We learn that we can be anything we dream of and go anywhere we want to in life. We learn that nothing is impossible. But eventually, most of us become weighed down by the perceived chains of daily obligations, financial circumstances, and, above all, fear of failure. We begin to encounter obstacles that …

Selling Your Business

An individual or family is considered an “ultra-high net worth” client if they have investable assets of $10 million or more. The distinction between a “high net worth” client and an “ultra-high net worth” client is important because once a client has investable assets of $10 million or higher, their financial planning needs change and expand.

PagnatoKarp Named a Barron’s 2015 Top 100 Independent Advisor – #1 in Virginia, Maryland and D.C.

We are pleased to announce, that we have been named a Barron’s 2015 Top 100 Independent Advisor in America for the fourth year in a row (2012-2015). We were named the 28th overall advisor in the country, while ranking 1st in Virginia, Maryland and Washington D.C. for Independent Advisors.

Fail Fast

We learn from an early age to avoid failure at any cost. The thought of bringing home a report card with a big, fat “F” on it will have any school-aged kid shaking in their boots. Corporate executives and government officials often become embroiled in cover-up scandals because their other option – admission of failure – equates to career suicide.

What is Your Legacy

Legacy is not about what we leave at the end of our lives, but how we choose to live every moment of our lives. In this sense, planning is not about leaving a legacy, but about living our legacy. It is about reaching our human potential and intentionally making a positive imprint on the world each day of our lives.

Transparency – An Essential Core Value for any Company

This week let’s all focus on one of the most important core values for any company – “Transparency”. What makes PagnatoKarp different and unique from every other financial advisor and firm is the level of transparency we provide our clients, colleagues and the market place. No doubt, we can and will get better at articulating our transparency. The clearer we …