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, …

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.

Trust – How Businesses Are Built

Trust has always been, and will forever continue to be, the very basis upon which business is built. This applies to all business relationships – whether between employers and employees, clients, and any other relationships in the marketplace. Reputation is often the “first impression” given by an organization or individual, and so its importance cannot be overstated; in today’s digital …

Startup Success? Timing.

On the road to launching and growing a startup company, potholes and opportunity for failure lurk around every corner. With enough knowledge and planning, dangers such as ineffective business models, poor execution, and insufficient funding can quickly be spotted and revised before they lead to serious problems. Others, and particularly proper timing, are far less visible yet far more likely …

Cultivating Creativity in Company Culture

Innovation is the lifeblood of successful business, and creativity is its beating heart. The importance of creativity in organizational culture cannot be overstated. A company that actively promotes curiosity and creative discovery will attract a far superior talent pool than one which operates on strict adherence to previously-established (read: outdated) formulaic procedures. Additionally, a culture of possibility is a powerful …

The Importance of Entrepreneurs

Entrepreneurs are one of the single most important reasons our country has prospered since it’s founding in 1776 – they have changed the way we communicate, live and work. While creating jobs, opportunities and the foundation for a prosperous community, entrepreneurs have proven to be vital to the future of our economy. Their forward thinking mentality has changed the way …

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 …

What do Fortune 100 CEO’s spend over 50% of their time focusing on?

What do Fortune 100 CEO’s spend over 50% of their time focusing on? – Attracting, Recruiting and Hiring “A Players” Paul Pagnato, Founder of PagnatoKarp, was a featured speaker for the seventh time, during the Barron’s 2014 Top Financial Advisors Summit. His remarks focused on attracting and selecting an “A-team” of top performers in today’s competitive environment, and included tips …