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Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Read
Read
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Read
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeavors you pursue, both financially and personally. B...
Business Ownership
Read
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Read
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
Business Ownership
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership

Price is what you pay; value is what you get. Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.

Warren Buffett

While enthusiasm may be necessary for greater accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.

Benjamin Graham

Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.

Peter Lynch

Be fearful when others are greedy; be greedy when others are fearful.

Warren Buffet

In investing, what is comfortable is rarely profitable.

Robert Arnott

The four most dangerous words in investing are: ‘This time it's different.’

John Templeton

If you have trouble imagining a 20% loss in the stock market, you shouldn't be in stocks.

John Bogle

In the short term. the market is a voting machine. In the long term, it is a weighing machine.

Benjamin Graham

You make most of your money in a bear market; you just don’t realize it at the time.

Shelby Davis

Wall Street people learn nothing and forget everything.

Benjamin Graham

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

Paul Samuelson

In this business, if you’re good, you’re right six times out of 10. You are never going to be right nine times out of 10.

Peter Lynch

Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.

Albert Einstein

The most important quality for an investor is temperament and not intellect.

Warren Buffet

It is better to be roughly right than be precisely wrong.

John Maynard Keynes

Pursue your priorities Support your goals with time-tested financial wisdom.

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Gates Wealth Solutions of Raymond JamesGates Wealth Solutions of Raymond James
  • 200 Central Ave, 24th Fl Saint Petersburg, FL 33701-3566
  • T: 727.551.5236
  • TF: 800.624.6369
  • F: 866.522.9277
  • Map & Directions
  • Map & Directions

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