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What You Built. Episode 01: The Underwriter Never Meets You w/ Karen Appelgren
The underwriter who approves your loan never meets you. Former business banker Karen Appelgren on why owners get turned down, and what the bank sees.
Casey Silveria
Jul 215 min read
Before You Bring on a Partner, Read This
TLDR: Section 1202 of the tax code can help business owners exclude up to 100% of the gain when they eventually sell their company's stock. But the window to qualify often closes the moment an ownership change happens. If you're considering bringing on a partner, promoting someone to equity, or restructuring ownership in the next 12 months, the conversation with your CPA, your attorney, and your wealth advisor needs to happen before the paperwork is signed. Not after. ___ Why
Casey Silveria
May 184 min read
The Anxiety You’re Not Telling Your Advisor About
71% of advisory clients experience financial anxiety. Research shows what actually builds trust with an advisor and what you can do about hidden money stress.
Casey Silveria
Mar 266 min read
Intentional Giving Is More Than Writing A Check
What a nonprofit strategist taught us about the assets no brokerage account can hold. In conversation with Angela Burgess, Nonprofit Strategist. I wrote a check the morning after big charity dinner last year. It felt good, but also incomplete. I gave reactively, as many of us do. I didn’t have a plan, a structure, or someone asking me if the check was the highest and best use of what I had to offer. That gap between intention and impact bothered me. I spend my professional li
Casey Silveria
Mar 47 min read
What War Taught Me About Managing Wealth
Most portfolios don't have rules. They have allocations, projections, and assumptions. But when markets drop 20% and you need to take a distribution, there's no system telling you what to do. No rule for which account to pull from. No structure preventing you from panic-selling at the bottom. Every decision gets made under pressure, in the moment, when emotions are running highest. That's backward. And I learned exactly why during a war. When My Models Got Stress-Tested for
Casey Silveria
Feb 46 min read
Why the Economy Feels Bad When the Data Says It's Fine
Consumer confidence just hit multi-year lows. Manufacturing sentiment is in contraction. People feel pessimistic about inflation, job security, and the direction of the country. And yet : Retail sales are strong. Industrial production ended 2025 with solid momentum. The unemployment rate fell in January. Jobless claims remain historically low. Something doesn't add up... This gap between how people feel about the economy and how they behave in it has been widening for over
Casey Silveria
Feb 24 min read
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