Blog

Sep 22, 2020

What’s In a Definition?

Private Wealth Management

Clarity, Structure, and Direction Interchange Captial Partners Definition:

Read More >

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 […]

Read More >

May 16, 2022

How to Pursue Your Ideal Retirement

Private Wealth Management

By Kendra Reilly, CFP®, CIMA®, CEPA® What type of retirement do you envision? Spending your golden years close to your hometown, near family and friends? […]

Read More >

May 06, 2022

Meet Our Team Member: Ken Chapel

Private Wealth Management

By Ken Chapel, CFP®, RICP® The Golden Rule states, “Do unto others as you would have them do unto you.”  My parents did a fantastic […]

Read More >

Apr 20, 2022

Is the Next Generation Ready to Run Your Company?

Business Owners

By Ahmie Baum Running a family business is hard work. It takes time, dedication, and sacrifice to realize your vision and make it work for […]

Read More >

Apr 14, 2022

April 2022 Market Commentary

In The News

By Chris Duerr, CFA® CFP® A significant increase in volatility and a commensurate decline in market visibility characterized the first quarter of 2022. Stock and […]

Read More >

Mar 30, 2022

Case Study: How We Help Families Plan for Multigenerational Wealth

Business Owners

By Kendra Reilly, CFP®, CIMA®, CEPA® Our client Drew would be the first to tell you that life doesn’t always go according to plan. We […]

Read More >

Mar 11, 2022

5 Steps to Prepare for the Sale of a Business

Business Owners

By Brian Baum, CEPA®, CFP® Although selling a business is something most business owners want to do in the long term, many aren’t preparing for […]

Read More >

Mar 02, 2022

The Next Generation of Money Management

Private Wealth Management

By Ahmie Baum With 42 years of experience, we at Interchange Capital Partners have learned that looking at managing your money only from the view […]

Read More >

Feb 22, 2022

How Much Is Your Business Worth?

Business Owners

By Brian Baum, CEPA®, CFP® You’ve put in all the hard work to start and grow your company, so now what? Whether the goal is […]

Read More >

Jan 07, 2022

Your Tax-Preparation Checklist

Private Wealth Management

By Ahmie Baum With everything the past two years have thrown at us, the last thing you probably feel like doing is thinking about taxes. […]

Read More >

Dec 17, 2021

Meet Our Team Member: Alyssa Cassandro

Private Wealth Management

By Alyssa Cassandro  Growing up, my family was a bit unconventional in that my father was our primary caregiver and my mother was the sole […]

Read More >