The Role of Employee Retention in Business Sales
When it comes to selling your business, there’s a crucial factor that often flies under the radar but can make or break a deal: employee retention. Let’s dive into why keeping your key team members on board is so vital during this transition and how it can significantly impact your business’s value and attractiveness to […]
The Dos and Don’ts for Trustees of an Estate
What Every Trustee Needs to Know Before Taking on the Role Serving as a trustee is both an honor and a significant responsibility. Whether you’ve been appointed to manage a family trust or named in a close friend’s estate plan, you’re now legally and ethically obligated to act in the best interest of the […]
Fed Rate Cuts: What Is the Bond Market Signaling to Investors?
Fed Chair Jerome Powell’s recent speech at the Fed’s annual Jackson Hole conference, which has been covered extensively in the media, reinforced that an interest rate cut in September is likely. Powell emphasized that while there is uncertainty around tariffs and inflation, these concerns need to be balanced against supporting the job market. Markets have […]
Tips on budgeting for back-to-school expenses
As the school year approaches, the excitement of new beginnings often comes with a hefty price tag. From fresh notebooks to the latest sneakers, back-to-school season can quickly strain your budget if you’re not prepared. But with a smart strategy and a little planning, you can keep costs under control and still set your […]
How Investors Can Keep Up With Inflation
When it comes to natural disasters, it’s important to be prepared for earthquakes and erosion alike. Even though one is immediate and dramatic while the other is slow and gradual, both require careful planning and protective measures. Economic forces are no different – the most challenging situations that households and businesses face aren’t always sudden […]
The Magnificent 7, AI, and Concentration Risk
The challenge facing investors today isn’t whether artificial intelligence will transform the economy, but how to maintain portfolio balance as the market climbs to new all-time highs. While it’s tempting to focus exclusively on companies that have performed well recently, investing for long-term goals requires a thoughtful approach to both growth and risk management. Mega-cap […]
Implementing Efficient Systems and Processes
Let’s talk about something that can truly transform your business: implementing efficient systems and processes. It might not sound like the most exciting topic, but trust me, it’s the secret sauce that can take your company from good to great. Why Bother with Systems and Processes? You might be wondering, “Why should I […]
Monthly Market Update for July: Market All-Time Highs Amid a Noisy Period
The S&P 500 notched ten new all-time highs in July, fueled by strong corporate earnings, resilient economic data, and new trade deals ahead of the tariff deadline. This included six consecutive record closes in the second half of the month, all of which contributed to year-to-date gains of 7.8% for the S&P 500. However, market […]
Trump Accounts: A Personal Look at America’s New Baby Savings Plan
Imagine your child turning 18 with a six-figure investment account waiting for them—money they can use to buy a first home, start a business, or pay for college. That’s the vision behind Trump Accounts, a new government-backed savings program launched under the One Big Beautiful Bill Act signed into law in July 2025. […]
What Corporate Earnings Reveal About Tariffs
While investors always look to corporate earnings for clues about how businesses are performing, the current earnings season arguably carries greater importance due to tariffs. Although major stock market indices have reached new all-time highs as trade tensions have stabilized, there is still uncertainty as to how tariffs might affect consumers and businesses. Fortunately, new […]