Do our biases affect our financial choices?

Do our biases affect our financial choices?

Do our biases affect our financial choices? Even the most seasoned investors are prone to their influence. Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices. In a batt le between the facts & biases,  … Read more

Benefits of Having a Financial Advisor (Personal and Business)

Benefits of Having a Financial Advisor (Personal and Business)

  How would you evaluate your overall level of financial wellness? Do you have a process in place that allows you to track and manage your finances successfully on both a personal and business level? Studies show that one-third of Americans have zero dollars in retirement savings at the moment1, meaning one-third of Americans are  … Read more

6 Key Metrics to Help You Plan Your Exit

6 Key Metrics to Help You Plan Your Exit

There is an old saying that “you cannot manage what you cannot measure.” Therefore, most businesses run on metrics. As business owners, we want to know how much, how soon, how efficient, how productive, how intelligent, and how to measure all of the aspects of our businesses. This newsletter is focused on some exit metrics  … Read more

MONTHLY ECONOMIC UPDATE

MONTHLY ECONOMIC UPDATE

In this month’s recap: As the month came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. U.S. Markets  Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity in a handful of  … Read more

Selling vs. Exiting Your Business: 10 Differences

Selling vs. Exiting Your Business: 10 Differences

    When business owners think about transitioning out of their companies, some of the first thoughts that come to mind relate to the sale of their business. In fact, many business owners believe that in order to exit their business they need to sell it to someone else. As a result, the term ‘exit  … Read more