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current market

The Latest Word on the Current Market

The life of an investment professional is hard work. I’m up against a lot of deadlines, I need to be extremely detail oriented and analytical, and people need to be…

market review

Is This A Goldilocks Economy?

Once upon a time, there was a little girl named Goldilocks. She went for a walk in the forest, and soon she came upon a house. The breaking and entering…

Person looking at a graph on a tablet

Do Men’s Underwear Purchases Indicate an Economic Downturn?

As humans, we’re hardwired to dislike uncertainty. We gravitate toward patterns and predictability, in general preferring the known. Perhaps that’s why over the years different people have developed rather colorful,…

market review

Economic Analysis: 2018 and Beyond

People are always interested in the markets and the economy but never more so than at year end and especially in times of turbulence. As an expert in any chosen…

succession planning

5 Common Objections to Business Succession Planning

Many business owners still refuse or delay business succession planning even in the face of statistics we shared in a previous blog about how critical planning is to the continuity…

2018 Tax Reform Translated For You

2018 Tax Reform Translated For You

The new tax legislation signed into law at the end of 2017 affects many of our clients and their businesses in the marketplace in 2018. To help you navigate these…

5 Benefits of a Business Succession Plan

5 Benefits of a Business Succession Plan

After you’ve spent the better part of your adult life building a successful business, what’s next? Many business owners spend their lives so engrossed in budgets, projections, new sales presentations,…

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