Blog

Sep 22, 2020

What’s In a Definition?

Private Wealth Management

Clarity, Structure, and Direction Interchange Captial Partners Definition:

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Sep 03, 2020

What’s in a Name?

Videos

For some, it is just a name, for us it is a statement of what we are and why we do what we do. Interchange […]

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Oct 27, 2022

3rd Quarter Market Commentary

In The News

We began our previous market review in July, pointing out that stocks and bonds posted losses for the second time in 40 years for two […]

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Oct 11, 2022

Are You Getting Too Much Good Advice?

Private Wealth Management

By Kendra Reilly, CFP®, CIMA®, CEPA® There’s a financial professional for everything you can imagine: retirement, taxes, insurance, real estate, investments, estate planning, and more. […]

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Sep 28, 2022

Top 3 Factors That Stall Succession Planning in Family Businesses

Business Owners

By Brian Baum, CEPA®, CFP® Many of our clients have built their companies from the ground up. Understandably, it can be hard to let go. […]

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Sep 20, 2022

What Are You Receiving for the Fees You Pay?

Videos

Over my 42 years, the financial industry has evolved into a fee-based model. I was an early adopter and I applaud the transition because it […]

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Sep 12, 2022

Are You Ready for the Largest Financial Transaction of Your Life? Answer These 10 Questions to Find Out!

Private Wealth Management

By Ahmie Baum, CFP® CFBA Choosing to run a business is not for the faint of heart. And it’s not only work—it’s personal. Your business […]

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Aug 30, 2022

Market Update August 2022

In The News

Markets have struggled with their worst start to a year in decades. Stocks officially fell into the bear market territory, and bonds did little to […]

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Aug 17, 2022

5 Keys to Preparing the Next Generation to Receive Wealth

Private Wealth Management

By Ahmie Baum, CFP® CFBA Passing wealth to the next generation is about more than just estate planning. Yes, making sure you have the proper […]

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Jul 20, 2022

5 Reasons to Keep the Business in the Family: Part 2

Business Owners

By Brian Baum, CEPA®, CFP® There comes a time when every family-owned business must either pass to the next generation or be sold to someone […]

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Jun 15, 2022

Bear Market Playbook (Video)

Videos

Learn how Interchange Capital Partners handles a Bear Market and what you could be doing.  

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Jun 15, 2022

5 Advantages of Selling a Family Business: Part 1

Business Owners

By Brian Baum, CEPA®, CFP® The sale of a business can be one of the most complicated aspects of a closely held company, especially if […]

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