by Heather Goss | Jan 19, 2023 | All, Financial Planning, Investment
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...
by Heather Goss | Nov 16, 2022 | Business Exit Planning
All successful business owners must eventually face a stark reality: One day, they will no longer run their business! If this idea makes you uneasy, you aren’t alone. Today, we’ll show you how preparing for a future you may not be ready for now can benefit you both...
by Heather Goss | Jan 3, 2021 | All, Financial Planning
When thinking about business planning, one aspect you may be tempted to overlook is the contributions of your key employees. Key employees are the lifeblood of well-run businesses, and they play an important role when owners begin to plan for their businesses’...
by Heather Goss | Jan 3, 2021 | All, Business Exit Planning
For many small-to-mid-market business owners, there are few things more important than maintaining control of the company, minimizing risks for the company, and rewarding the employees that make the company successful. Ownership transfers to the company’s most...
by Heather Goss | Jan 3, 2021 | All, Business Exit Planning
Businesses that rely on their owners as the primary source of success are common. They’re also the most dangerous kind of business to own when you want to plan for the future of your ownership interest. Unless your goal for the future of your ownership is to liquidate...
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