If you’re looking for something to worry about, consider bankruptcies. Normally, we see an uptick in companies filing for bankruptcy during recessions—for obvious reasons. An economic slowdown generally means fewer … Read More
Trying to Time the Market – In this issue The impact of being out of the market for a short time can be profound, as shown by this hypothetical investment … Read More
Building an Advisor Team Just like every business is unique, so are the plans owners have for transitioning out of business. Their financial and values-based goals, the desired exit path, … Read More
Planning a Successful Exit We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand that, … Read More
By now you know that the run on Silicon Valley Bank (SVB), and and the bank’s widely-reported inability to pay back its depositors, was followed by well-reported problems with other … Read More
All the banking turmoil—both real and perceived—sent waves through the bond market. Two-year U.S. treasury bonds experienced a 1.2% rate drop over five trading days. Depending on how you look … Read More
Imagine it – your child applies and gets accepted to their dream school AND is offered a full ride scholarship! You pay nothing out of pocket, your son or daughter … Read More
Before the devastating tsunamis of 2004 rolled over the coastlands around the Indian Ocean, local animals seemed to sense the coming disaster. Eyewitnesses reported that elephants moved to higher ground, … Read More
Legendary infomercial pitchman Ron Popeil wasn’t just the inventor of the Chop-O-Matic, the Pocket Fisherman, and Mr. Microphone. He was also the creator of one of the greatest slogans in … Read More
Individuals with advanced economic degrees and economists that are employed (sometimes at astronomical salaries) at the big brokerage firms have inside data that tells them where the economy is going. … Read More
