Forbes Ranks Jennifer Wappaus #5 in Virginia on 2019 Best-In-State Next-Gen Advisors

Jennifer Wappaus, CFP®, CEPA has been ranked #5 in Virginia on Forbes 2019 Best-In-State Next-Gen Advisors list. Jennifer was also named to the Working Mother/SHOOK Research list of 2019 Top Wealth Advisor Moms.¹ This is the second year Jennifer has earned a spot on the Forbes advisor list representing the future of the wealth management industry. This year’s list spotlights more …

Forbes-Number 1 in Virginia - 2019

Forbes Ranks Paul Pagnato #1 in Virginia on 2019 Top Wealth Advisors List

“Transparency and True Fiduciary® standards drive our culture of innovation to find new ways to help make a positive impact on the total well-being of our clients,” said Pagnato. “The Forbes recognition illuminates our tireless pursuit at PagnatoKarp to put clients’ interests first as we help streamline and simplify lives.” Paul Pagnato is ranked #2 in Virginia on 2019 Barron’s Top …

Greatest Asset TIME

CEO Founders Greatest Asset: TIME

By Ramit Sethis, CNBC Change is a constant and continuous process in life. As we grow older, we change how we dress, what we eat, where we live and who we become friends with. Yet when it comes to how we use our time and money ― especially for high earners and wealthy individuals ― we tend to be more resistant to …

Top 3 Tax Issues

CEO Founders: Top 3 Tax Issues Before You Sell

August 18, 2019 Many successful entrepreneurs will one day face the exhilarating opportunity to sell their business and start a new chapter of their life, be it comfortable retirement or moving on to new endeavors.  It’s very easy in these cases to focus all energy on the transaction itself, on speeding up time and tearing off the calendar pages in …

Why Inverted Yield Curve is Good for Business

CEO Founders: Why Inverted Yield Curve Is Good For Business

By Leslie P. Norton, Barron’s Catherine Wood founded ARK Investment Management in 2014 to focus solely on disruptive innovation. The name itself—an acronym for Active Research Knowledge—signaled that Wood would be early to disruptive investments such as Bitcoin and Tesla. Today, the firm manages $8.4 billion in assets, including $2.9 billion in exchange-traded funds. Before founding ARK, Wood was a …

Last Corporate Paycheck

CEO Founders: How To Make Wealth Last For Generations

Congratulations! It began with an idea and a small team handling many responsibilities in support of that big idea. The firm grew exponentially, and you entered the pre-planning phase to sell your company. Now the sale is closed and you’ve received a significant windfall of liquid wealth. What’s next? When you worked what seemed like 25 hours a day, you …

Facebook's Cryptocurrency

Facebook’s Cryptocurrency: A CEO’s Opportunity

Libra’s mission is to enable a simple global currency and financial infrastructure that empowers billions of people. The plan for Libra is a new decentralized blockchain, low-volatility cryptocurrency, and smart contract platform that together aim to create a new opportunity for responsible financial services innovation. READ THE WHITE PAPER1 EXCERPT FROM OFFICIAL LIBRA WHITE PAPER: The Opportunity “As we embark on …

CEO Founders - Defer Taxes When Selling Your Business - O-Zones

CEO Founders: How To Defer Taxes When Selling A Business

Over the last year and a half, both Main Street and Wall Street have been buzzing incessantly about the so called Trump tax cuts, or Tax Cuts and Jobs Act (“TCJA”) of 2017. For all the focus on reduced tax brackets, loss of state and local income tax deductions and diminution of the Alternative Minimum Tax regime for most taxpayers, …

Warren Buffet's Answer to the Ultimate Wealthiest Wish

CEO Founders Ultimate Wish? Warren Buffet’s Answer…

Grateful to have spent the entire day with CEO Founder Warren Buffet, the third wealthiest person in the world. Attending his annual shareholder meeting provided life long lessons. Most significant was Warren’s long dialogue on TIME. Warren said, “When you have more money than you can ever spend, the only thing you wish for is more time.” He loves what …

Top 5 Disruptive Innovations CEOs Need to Know

Top 5 Disruptive Innovations CEOs Need To Know

As a CEO, one of your biggest responsibilities is to help steer your company into the future. To do so effectively, you’ll need to understand the tremendous impact disruptive innovations are making and how that affects the path you take. This audio play articulates the top 5 disruptive innovations offering keys to growth. Our Guest Speaker, Cathie Wood, is CEO/CIO …

10 Tips Before Selling Your Business

You’ve worked hard to build your business and now you’re considering selling. The process takes considerable planning and preparation well in advance to help maximize the value. Here are 10 things to consider: 1. Determine If A Sale Meets Your Cash Flow Needs. Each of the more than 70 times – without exception – we have assisted a client through …

Singularity University Exponential Finance Summit

Exponential Finance Summit & Singularity University Welcome Paul Pagnato

Singularity University (SU) hosted the 2019 Exponential Finance Summit in Cape Town, South Africa, from May 29-30. Paul Pagnato, founder and CEO at PagnatoKarp, presented “The Transparency Wave in Finance” at the Summit. Watch the promo video: (Exponential Finance Promotional Video – Award Disclosures: Pagnato is ranked #16 on Barron’s Top Independent Financial Advisors and #35 on Forbes Top Wealth …

Barron's Top 1200 Financial Advisors 2019

Barron’s Ranks Paul Pagnato #2 in Virginia on 2019 Top 1,200 Financial Advisors List

Paul A. Pagnato, founder and CEO at PagnatoKarp, is ranked #2 in Virginia on Barron’s Top 1,200 Financial Advisors list for 2019, marking his 9th appearance on the prestigious list. Pagnato is also ranked #2 in N. Virginia on Forbes Best-In-State Wealth Advisors, #16 on Barron’s Top Independent Advisors and #35 on Forbes Top Wealth Advisors.¹ “The Barron’s #2 ranking …

Personal Transparency

Personal Transparency – In Good Times and Bad

Last month Jeff Bezos, the CEO of Amazon and the world’s wealthiest man, went on the offensive with his own personal transparency. He suspected that the National Enquirer was going to “extort and blackmail” him with evidence of his marital infidelity. He knew the publication held incriminating pictures that they were prepared to publish if he didn’t compensate them as …

Forbes 2019 Best Is State Wealth Advisors

Forbes Ranks Paul Pagnato #2 in Northern Virginia on 2019 Best-In-State Wealth Advisors List

Paul Pagnato, founder and CEO at PagnatoKarp, earned the #2 spot on the 2019 Forbes Best-In-State Wealth Advisors list for Northern Virginia. This year’s list spotlights over 3,000 top advisors across the country. Pagnato is also ranked #16 on Barron’s Top 100 Independent Financial Advisors and #35 on Forbes America’s Top Wealth Advisors. “Transparency, innovation and True Fiduciary® standards drive …

FAU Wealth Management Program

PagnatoKarp’s Wealth Management Program Kicks Off at Florida Atlantic University

Florida Atlantic University (FAU) has engaged PagnatoKarp to host a three-part Wealth Management series through their Financial Analyst Program (FAP) and the FAU College of Business. Paul A. Pagnato, Founder and CEO at PagnatoKarp, leads the Wealth Management course and is joined by guest speakers from PagnatoKarp, TrueFiduciary® Institute, Singularity University and the Inc. CEO Project. The Wealth Management Program is …

UVA Presentation

University of Virginia Hosts Paul Pagnato for Longevity and Financial Well-Being Presentation

Paul A. Pagnato will be presenting “Longevity and Financial Well-Being” at the University of Virginia’s McIntire School of Commerce through the Center for Investors and Financial Markets (CIFM).  The presentation is part of the Sands Capital CIFM Professional Speaker Series which explores timely and relevant financial topics that complement the robust curriculum at McIntire to expand learning opportunities. “Advances in …

People Centered Digital Future

Our People-Centered Digital Future

On December 10, 2018, Constellation Research hosted an historic event with key Internet and technology pioneers, the People-Centered Internet coalition, as well as the next generation of positive change agents. Titled “Our People-Centered Digital Future”, the event recognized that by March 2019, 50% of the world will be connected to the Internet. This inflection point marks an important moment for …

Welcome Allison Tully

PagnatoKarp Welcomes Allison Tully, Associate Director of Trading

PagnatoKarp welcomes Allison Tully to the team as Associate Director of Trading. Allison ensures portfolios are efficiently, accurately and reliably aligned with True Fiduciary® standards and each client’s unique investment plan. Using advanced monitoring technology, unified dashboards and real-time data analytics, Allison executes directly with multiple exchanges and financial institutions to optimize cash management, trading and asset allocation. The Investment Experience …