Articles

What is Your Business Debt Elimination Strategy?

When you have cash on hand in a business, one part of your treasury reserve strategy should be debt reduction. A balance of working capital, debt reduction, and short-term investment is a much better use of…

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Should Cryptocurrency be Part of your Corporate Treasury Strategy?

Could cryptocurrency fit into your strategy for managing your short-term cash on hand? We’re in the middle of a series of articles about how businesses can best utilize their cash reserves—building a comprehensive corporate treasury strategy.…

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How Your Business Can Use Uncommon Banking

Uncommon Banking is our term for using a guaranteed whole life insurance policy as your own personal bank by using the cash value of the policy. If you have been following our work, you have probably…

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January’s uncommon clients — Tammy and Dave Matthey

Tammy and Dave Matthey have four adult children and eight grandchildren. One of their biggest blessings is that all of their children and grandchildren live within a mile of them. Tammy & Dave worked hard their…

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Should Your Company Use a Brokerage Account?

We have been running into a challenge faced by many business owners lately: what to do with excess cash on hand. From weathering COVID-19 well, PPP funds, and potentially EIDL loans, there are a lot of…

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How Should You Manage Corporate Savings or Cash?

In our conversations with business owners, a topic that keeps coming up is how to manage excess cash on hand. While we have a lot to say about how to manage the profits of your business,…

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Corporate Treasury Has Never Been More Important 

When it comes to corporate roles, treasury is not one that gets a lot of attention. But it is this role and the department they manage that guides a company’s strategic use of excess liquidity—your cash on hand.…

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Is Your Company Sitting on Excess Cash?

It seems like a great problem to have: business is going well and you have built up solid cash reserves. The ideal is to maintain liquidity, but also generate some yield on that money. It’s great…

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December’s Uncommon clients – meet Matthew and Malori Khalil

Matthew and Malori Khalil have a very busy family. Their four children keep them running and laughing. Matt works in IT and Malori works in healthcare. They wanted to have more control over their financial future…

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Business Organization – Exit Strategies

Some financial planners focus on keeping your money from you until retirement but at Uncommon Wealth Partners, we focus on helping you leverage your gifts to build wealth you can get your hands on before the…

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Business Organization – Succession Planning

It is one of the most famous quotes from business guru Stephen Covey, “Begin with the end in mind”. It’s one of those enduring 7 habits of successful people. It may sound strange when you are…

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Business Organization – Business Loans

Whether you are just starting out or you are ready to take your business to the next level, sometimes you need an infusion of capital and at that moment, it might be time to consider a…

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