U.S. Markets Improved economic conditions and broadened vaccine programs ignited a broad stock market rally, though rising treasury yields dragged on technology and high-growth stocks. The Dow Jones Industrial Average led, picking up 6.62%. The Standard & Poor’s 500 Index rose 4.24% while the tech-heavy Nasdaq Composite added 0.41%.1. Bonds Take Center Stage The month … Read more
ESG: what does that acronym stand for? Those three letters stand for “Environmental, Social, and Governance” and signify an investment that has particular merit to investors of all ages. A recent Morgan Stanley Bank survey found that almost 90% of millennials would prefer to have investments that suit their values. With young adults, ESG investing … Read more
Owning and operating a small business, as you know, has many moving facets. From start-ups, small businesses to businesses that have been operating for years, creating a realistic financial strategy is essential for long-term growth and success. Approximately one-fourth of small businesses start with no finances, calling for a systematic financial management approach that … Read more
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
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
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
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
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
When it comes time for a business owner to contemplate an exit from their business, it is important to consider the differences between a ‘good business’ and a ‘good investment’. The next owner of your company will be looking for a ‘good investment’, not just a good business. Therefore, if you want to attract a … Read more
Many baby boomer business owners today are thinking about their retirement and the transition out of their privately held businesses. This newsletter was written to help business owners understand and address the various ways that privately-held businesses can be disrupted during the exit planning process and execution of that plan. Knowing the most common areas … Read more
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