by Holly Cloutier | May 17, 2022 | Financial Planning
There has been a lot of news and economic data driving financial markets in recent weeks: first quarter economic growth and corporate earnings, unemployment and inflation reports, another Federal Reserve meeting, and of course, continued geopolitical events such as...
by Holly Cloutier | Apr 14, 2022 | Financial Planning, Investment
Old School Cocktail: Inflation Mixed with Russia Conflict For those of us who remember the 1970s and 1980s, the last few months may have seemed like a throwback to that era. Inflation was raging and the Cold War was in full effect. But, 30 years after the end of the...
by Holly Cloutier | Apr 6, 2022 | Business Exit Planning
At some point, you will need to transition out of (exit) your business. In order to maximize the value of your business during the sale process, it’s helpful to have a deal team that has the qualities, experience, and training necessary to help you make that...
by Holly Cloutier | Mar 22, 2022 | Business Exit Planning
Retaining quality talent is a huge value driver for most companies. Every business has two different types of employees, “important employees” and “key employees”. It’s critical to know the difference between them and how to motivate them. Key employee: An employee...
by Holly Cloutier | Mar 18, 2022 | Financial Planning, Investment
As you may have seen, the Global Asset Allocation Strategy purchased stocks on Tuesday 3/15. This brings the portfolios in-line with target risk allocations after the NASDAQ stock exchange, Russell 2000 Small Cap Index and many global stock exchanges fell by 20% or...
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