Document The Secret Sauce

Many business owners are successful because they have a “secret sauce” that differentiates their company from competitors. In order to maintain business value, you will need strategies in place to ensure that future owners won’t face any roadblocks when you decide to...

Bad Breadth

Market Update for the Quarter EndingJune 30, 2023 The “breadth” of the market is a term used to describe the general participation of all companies within a market index, such as the S&P 500. Market breadth is an indication of the number of stocks that are rising...

Bonds are Back

Market Update for the Quarter EndingDecember 31, 2022 It was a miserable year for bonds. The bond market meltdown of 2022 has gone down in history as the worst ever, with the Bloomberg U.S. Aggregate Bond Index down 13.1%. To find losses anywhere near as deep, you’d...