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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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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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? […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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