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.

Blue is the New Green: Blue Zones Principles in the Workplace

These days, everywhere you look, individuals, businesses, and communities are “going green.” – but should they be “going blue?” “Blue Zones” refers to Dan Buettner’s best-selling book of the same name, in which Buettner details the commanalities among five communities (“Blue Zones”) throughout the world where people live until age 100 about 10 times more frequently on average than in …

Always Place Your Clients’ Best Interests First

One of our core principles since the day we founded our company is, “always place the clients’ best interest first” – not only is this instilled in every aspect of our company, but as a fiduciary, we are legally bound to adhere to this principle of our clients. As Martha Rogers and Don Peppers explain in their book, Return on …

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 …

10 social media savvy independent advisors who made Barron’s Top 100

By InvestmentPal In previous posts, we presented statistics and success stories of financial advisors winning new clients on Linkedin, Twitter and Facebook.  In this post, we identify 10 social media savvy independent advisors who made it to Barron’s Top 100 Independent Advisors list published in August 2014.   These 10 social media savvy advisors are identified based on their use of social media platforms including Linkedin, Facebook and …

Investor Education: Family Governance – Know Your Why

By Dr. Richard Orlando What is the technology you are using to make the most important family wealth decisions that impact your legacy? This is the second part in the series on legacy planning. During the first part of the series, I defined what legacy planning is and what it is not and what I shared was that legacy planning …

Investor Education: Tax and Estate Planning – Minimizing Taxes in a Taxable Estate

By Wayne Cooper Today we are going to discuss minimizing taxes in a taxable estate. The two transactions we are going to discuss are low interest rate loans to children and Grantor Retained Annuity Trusts or GRATs. For purposes of these transactions, the IRS establishes a monthly hurdle rate. If these rates or greater are used in these transactions, then …