Articles
The Good News About Bear Markets
Financial Planning, Investment
The S&P 500 entered into a bear market on Monday, June 13th, which means that the index is...
Maximize Your Business Value Before You Sell
Business Exit Planning, Uncategorized
A fundamental aspect of a successful business exit is assuring that your business has enough value...
Inflation Can’t Peak Soon Enough – Mid Quarter Update – May 2022
Financial Planning, Investment
There has been a lot of news and economic data driving financial markets in recent weeks: first...
Update for the Quarter Ending March 31 2022
Financial Planning, Investment
Old School Cocktail: Inflation Mixed with Russia Conflict For those of us who remember the 1970s...
Who and What Your Advisors Should Know
At some point, you will need to transition out of (exit) your business. In order to maximize the...
Key Employees vs. Important Employees
Retaining quality talent is a huge value driver for most companies. Every business has two...
Rebalance Into Risk Assets
Financial Planning, Investment
As you may have seen, the Global Asset Allocation Strategy purchased stocks on Tuesday 3/15. This...
The Process of Selling Your Business has Already Begun
When you started your business, it was obvious that you needed a plan to make it thrive, but have...
Do You Have a Plan for Business Continuity?
The thought of planning for your business exit can be overwhelming for owners – there are so many...
How to Plan When You are Overwhelmed
Success can bring complexity, including more managerial, implementation, execution, and...
What Will Happen to Your Business if You Are Not There to Run it?
A contingency is the occurrence of a potential (or eventual) negative event in the future. The...
4th Quarter Market Summary for 2021
All, Financial Planning, Investment
Quarterly Update for the Quarter EndingDecember 31, 2021 Running into the Wind Marathon runners...
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