Brad Kingsley, CEPA®, CFP® | Certified Value Builder

Helping owners grow income, maximize value, and build (or re-build) a business that can run without you - even if you never plan to leave.
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How 8 Key Investing Indexes Performed In The Past 10 Years

Investing Asset Classes

Why does a diversified portfolio commonly have a mix of different asset class exposure? Great question! Let’s explore that question and also look at 8 key investing indexes, that track popular asset classes, to see how they’ve performed recently. But first… What Is An Asset Class? Investopedia defines an asset class as “a group of […]

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Fee-Only Financial Planning, Finance, Investing

Has getting seed and angel investments gotten harder?

I hear continued frustration from founders who are trying to raise funds. Sure, the media loves to talk about the companies that are getting funded, but in reality those popular companies have always been a very small percentage of the companies that are actively fundraising. Many thousands are having a hard time getting funded and […]

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angel, Business, entrepreneur, Founder, founders, Funding, Fundraising, Investing, Start-up, VC, venture

Thoughts on Scaling Customer Acquisition

In addition to making sure you have momentum, you should understand your customer acquisition process. The customer acquisition plan/process can very well make the difference between scaling or not, success or failure. A very basic exercise that you should clearly understand as a business founder/owner/leader, and one that you may need to adequately communicate to any potential […]

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angel, Business, Finance, founders, growth, Investing, scaling, startups

Momentum Is The Key To Success

I meet with a lot of startup founders on a regular basis. Sometimes these discussions take place at pitch events and sometimes at a more informal coffee or lunch. Since the point of the talk usually has something to do with their venture, the founder gives some basic information about their status. How many staff […]

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angel, customers, Finance, Investing, startups, venture

You Need Margin – Both Business and Personal

When I think of and use the term “margin” I think of the additional beyond the minimum requirement. In a business sense the margin is the difference between the income and the expenses. (*That difference isn’t always cash-in-hand “profit” by the way.) The margin is often reflected as a percentage and you can easily see […]

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budgeting, Finance, Investing, margin, PersonalGrowth, savings
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Proverbs 19:20

"Get all the advice and instruction you can, so you will be wise the rest of your life."

About Brad…

Professional:
Certified Business Value Builder
Certified Financial Planner

Previously founder & CEO of OrcsWeb, CloudServers.com, and Cytanium (all sold).

Personal: Christian, husband, father, philanthropist, entrepreneur, and mentor.

Recent Posts

  • The Key to Scaling Up a Service Business
  • The Value of Financial Advice (Updated Research)
  • How to Defer Taxes on up to $55k when Self-Employed
  • How 8 Key Investing Indexes Performed In The Past 10 Years
  • How We Made Our Second Million

Disclaimer

The information contained on this web site is the opinion of the individual authors based on their personal observation, research, and years of experience.

Because each individual’s situation is different, the reader should consider working with a fee-only CERTIFIED FINANCIAL PLANNER™ professional for their specific financial needs.

Investment Advisory

Investment advisory services are offered through Cast Financial LLC (“Cast Financial”), a registered investment advisor located in Nebraska.

Cast Financial is registered in NE & SC. Cast Financial may only transact business in those states in which it’s registered or qualifies for an exception or exclusion from registration requirements.

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