Amit Kothari is the CEO and Executive Growth Mentor at Kothari Leadership Enterprises, where he helps CEOs and leadership teams unlock growth through emotional intelligence and strategic execution. With decades of experience as a former COO and CFO, he drives business transformation and sustainable results for organizations from startups to large enterprises. Known as the […]
Markets have delivered strong returns, but elevated valuations and slower global growth suggest more modest expectations for 2026. Rather than attempting to time the market based on any single concern, investors should focus on maintaining balanced portfolios positioned for various outcomes. Click here to read the full article.
Jeff Starin is a Professional EOS Implementer and executive coach who helps entrepreneurial leaders build stronger, scalable businesses. A lifelong entrepreneur with over 30 years of experience spanning manufacturing, coaching, and game theory, he has founded and scaled three companies, achieved two exits, and grown a manufacturing business to eight figures while leading hundreds of […]
Russell Benaroya is the COO and Managing Director of Private Capital at Timberlane Partners, a private multifamily real estate investment and development firm based in Seattle. With over two decades in investment banking, private equity, and entrepreneurship, he has led the firm’s acquisition and development of more than $1 billion in assets across key West […]
Peter Madlem is the Chief Investment Officer at Avalan Wealth Management, a comprehensive wealth management firm specializing in personalized financial, business, and investment planning. With over 35 years of experience in high-net-worth and institutional investment management, Peter has held senior leadership roles at Northern Trust and Montecito Bank & Trust, where he rebuilt investment research […]
Derek Kneeland is a veteran NASCAR Spotter and the Owner of Kneeland Klean, a pressure and soft washing company serving homes and businesses. Derek grew up in Windham, Maine, racing go-karts from the age of eight and later transitioned into Late Model and Super Late Model racing. As a spotter, he works for top teams, […]
Austin Lampson is the Branch Manager and Licensed Mortgage Professional at OriginPoint, a company that helps clients achieve homeownership through innovative mortgage solutions. With over two decades of experience, she is known for guiding individuals through the loan process with clarity and care. An eight-time Best of Santa Barbara winner, Austin is recognized as a […]
Robert C. Kulle, Jr. is the Founder and CEO of Heritage Capital Strategies, Inc., a boutique firm offering life insurance and wealth-transfer solutions for businesses and high-net-worth families. He leverages his analytical acumen and partnership with M Financial Group to oversee more than $1.5 billion in death benefit coverage, delivering customized, tax-efficient insurance strategies. Based […]
Chase Fiscus is the Founder and CEO of Fiscus Commercial Insurance Services (FCIS), which specializes in tailored risk management solutions for businesses. At just 19 years old, Chase started FCIS and has since grown the company to a team of 16 across two offices, earning industry recognition for his expertise and client-focused approach. FCIS has […]
Special Update: Venezuela, Oil, and the Impact on Portfolios
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The arrest of Venezuela’s president represents a significant geopolitical development with humanitarian and regional implications. However, history shows that portfolios built around long-term financial goals can navigate geopolitical uncertainty. Click here to read the full article.