Someone Offered to Buy Your Business
About 40% of my clients are business owners, or retired business owners. Starting in 2013, I noticed that deal activity was picking up for those ...
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Wednesday Reading List
ICYMI: The Easiest Way to Increase Your Investment Returns - A simple adjustment could increase your returns by almost 1% per year. That adjustment, and ...
The Easiest Way to Increase Your Investment Returns
Put your cash to work. To build enough wealth to accomplish your long-term goals, you not only have to make money and save it, you ...
Wednesday Reading List
ICYMI: Why to Watch (and not fight) the Fed - The Fed moves markets, particularly since 2008. Understand why, what to watch for now in ...
Why to Watch (and not fight) the Fed
Don’t fight the Fed. It’s an investing mantra that should be an investment guideline. Don't fight the fed means that investors should be bullish on ...
Wednesday Reading List
ICYMI: Closing the Book(s) on President Trump – Double Book Review - Reviewing two books about the final year or so of the Trump presidency ...
Closing the Book(s) on President Trump – Double Book Review
During my family's Hilton Head summer vacation, I read two new books about the Trump presidency's final year or so. "Frankly, We Did Win this ...
Wednesday Reading List
Wondering what to expect or watch out for over the next six months? Our team's latest, 2Q 2021 Review and What to Expect for the ...
Wednesday Reading List
ICYMI: Summer Reading List - This summer reading list has books I enjoyed this year that I hope you like as well. It has four ...
Summer Reading List
This summer reading list has books I enjoyed this year that I hope you like as well. Non-Fiction America's Game: The Epic Story of How ...
Wednesday Reading List
ICYMI: Charts You Need to See – Q3 2021 Market Guide - Taking a look at charts you don’t want to miss this quarter to ...
Charts You Need to See – Q3 2021 Market Guide
Every quarter, J.P. Morgan Asset Management puts out their Guide to the Markets slide deck. It's a great source of interesting and helpful information about ...