The Whitnell Way

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Brian Henderson Publishes Article In Forbes.com

Please Congratulate Brian As He Takes This Next Step In His Career

Whitnell’s commitment to producing thought leadership materials stretches back several years now.  The Whitnell Way is one example of how we share ideas with our clients and the wider market.  But it’s not the only way – especially now that Brian Henderson is a published author on Forbes.com

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Brian Henderson Publishes Article In Forbes.com

What Level Of Risk Is Right For You?

Lessons Learned From Private Equity Entrepreneurs

Over the last few years, I've begun to work with more private equity entrepreneurs, venture capitalists and business executives.  I really enjoy working with these people because they are so bold and willing to take risks.  These individuals live and breathe the American Dream every day.  They put it all on the line.

Yet I've also noticed that their penchant for risk-taking sometimes hurts them when they miscalculate an opportunity.  Private equity entrepreneurs are willing to take huge risks because they know that's how they'll realize huge rewards.  But this mindset can be a hindrance to building and preserving long-term wealth. 

We all have to take risks to achieve rewards.  But it’s essential to fully evaluate the opportunity while being realistic about best-case and worst-case scenarios.  The key is to take the right risks at the right time.  When we take the wrong risks, or take reasonable risks at the wrong time, we diminish the likelihood of achieving our goals.  Here are lessons I've learned about risk-taking from working closely with private equity entrepreneurs. 

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What Level Of Risk Is Right For You?

How To Forge Ahead In 2016

Lessons Learned From Winning Baseball Teams

As I watched the Super bowl recently, I was reminded of different teams I played on growing up. In team sports, there are certain fundamental principles that come to life. Teamwork prevails over a star player. Execution matters more than raw talent. Experience comes with age. Defense wins championships.

But the football season is now over and baseball is just around the corner. Not everyone finds baseball exciting, but I find myself exhilarated by the looming start of the season. Of course it doesn’t hurt that I’m a lifelong Cubs fan and we have a lot to be excited about.

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How To Forge Ahead In 2016

Four Strategies To Take Advantage Of Low Interest Rates

How Might These Benefit Your Situation?

Interest rates are still pretty attractive compared to previous decades. In fact, today’s low interest rates provide some opportunities that may not come around again for a very long time, potentially in our lifetimes. What seems certain, at this point, is that interest rates will not remain low forever – in fact, they could start to trend higher yet this year.

This raises some important questions. How can one take advantage of low interest rates? What strategies might work for your goals? What steps might you take now that might not be available or attractive in the coming months and years? Will you miss out on some great opportunities?

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Four Strategies To Take Advantage Of Low Interest Rates

How To Prioritize Your 2015 Wish-List

A Framework For Getting The Most From Your Reflection Time

The holiday season is here in force. I feel it and I’m sure you do too. This is a wonderful time of year. But I sometimes wish there were 62 days in December instead of only 31 days. I know it’s the holiday season because of what happens with my clients. The busy executives and business owners that I’m privileged to serve are often so busy during the year that I have to schedule meetings months in advance. The pace of work and life leaves them with little time for anything else.

But during the holidays, somewhere around the third week of December, things start to change. People slow down a bit. They take time off from work and spend it with family. They relax and just breathe.

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How To Prioritize Your 2015 Wish-List

Is A Market Correction Coming?

Lessons Learned From A T-Ball Championship

My son’s t-ball team recently won the championship in the Oak Park, Illinois youth baseball league. Over the course of the season, we experienced many highs and lows. That’s the nature of coaching 5, 6 and 7-year olds. I witnessed joys and agonies among these young competitors who are just learning to deal with life’s ups and downs.

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Is A Market Correction Coming?

Did You Miss Out In 2013?

Is This A Time To Change Strategy?

In 2013, the market performed very well for many investors. However, there are some people who feel as if they missed out on opportunities since their portfolio return didn’t keep up with domestic stocks. Some investors, with a balanced portfolio that includes a long-term perspective, feel as if their portfolio could have performed better.

This feeling is reinforced by industry news media who often seem to highlight the strongest gains of 2013 while frequently ignoring the potential risks. If you have a long-term investment strategy and feel as if you missed out in 2013, I’d like to offer an alternative perspective.

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Did You Miss Out In 2013?

Should You Switch Companies?

Twelve Key Areas To Evaluate Before You Jump

Sooner or later most senior executives consider switching to another company. Exciting new opportunities pose increases in career satisfaction and work-life balance. But when it comes to comparing the executive compensation packages and figuring out if you are better off leaving or staying – based on economics alone – it can be very tough to make an apples-to-apples comparison.

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Should You Switch Companies?