The Largest Cities in America
Sizable Cities What are the largest cities in America? If you answered New York, Los Angeles, Chicago, Boston etc., then you’re answering a different question. ‘Largest’ implies not population but … Read More
Exploring The Fed’s Experience the Digital Dollar
The U.S. Fed is experimenting with a digital dollar, but this does that mean embracing bitcoin? The answer to the second question is: absolutely not. But the concept of a … Read More
Buying International Stocks
In investing, the most normal inclination in the world is to question why an underperforming investment was included in the portfolio. Recently, those questions have surrounded international stocks, which, since … Read More
The Bankruptcy Epidemic Surge in the U.S
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
The Cost of Trying to Time the Market
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
How to Build an Advisor Team for Business Exit Planning | July 2023
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
How to Plan a Successful Exit from Business | June 2023
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
Banking Woes, Government Stabilization Efforts
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
Bond Banking Aftershock
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
Comparing Student Loan Programs: What option is best for you?
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