Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your…
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Thinking About Selling Your Business? A Quick Guide to Getting the Most Value
If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you can do now, whether or not the sale…
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June Market Commentary – A Hot Labor Market Complicates the Fed’s Timeline
May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its way through Congress to end up on the president’s desk…
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Debt Deadlines, Defaults, and Downgrades
The debt ceiling is making news again. Will Congress raise it? Will the U.S. make history by defaulting on our government debt? If it seems like this a story you’ve heard before, that’s because it…
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May Market Commentary – The End of a Fed Cycle?
April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that…
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Financial Capability Beyond April
April is Financial Capability Month, an initiative that started in 2004 as “Financial Literacy” and has evolved over the last 20 years. The rebrand reflects a trend of taking a more active approach to finances…
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All’s Well That Ends Well? Not So Fast…
April Market Commentary March Recap and April Outlook Equity markets, using the S&P 500 index return as a proxy, at first glance appear to have shrugged off the mid-month drama of multiple domestic, regional bank…
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How Do You Create Lasting Wealth?
For most people, steady, ongoing work is the foundation of their wealth. Career success and a good salary, or building and growing your own business, is the means to a lifestyle you enjoy now and…
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The Great Fee Debate
There’s a debate in the financial planning community that’s been gnawing at me for some time. Years ago it would happen face to face, politely, in the halls at industry conferences. Then a few years…
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March Madness: Non-Basketball Edition
The monthly Fed/CPI/Employment headline-market movement industrial complex was rudely shouldered aside in the last week by a much bigger and faster-moving story. While the fallout from bank failures will take a while to unravel, and…
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