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Past Commentary & Articles

Article
August 30, 2022
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Succession planning can be a real thorn in the side of business owners. Should you sell to your partners or employees, an outside buyer, or simply wind down your business when you decide you’ve had enough? Each situation is different, but business owners do face some common factors when determining whether to sell.

Article
August 30, 2022
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Scammers often target children because no one expects them to have a credit record – consequently, criminals could spend years using a child’s identity without getting caught.

Article
August 25, 2022
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Managing your digital assets now is important, but maintaining the information and providing access to a trusted family member, executor, or agent will also be critical at the end of your life. Don’t wait to start until it’s too late.

Article
August 11, 2022
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Fixed income used to be the asset class investors hated to love. Now it’s the one they love to hate. This year has reminded us that fixed income doesn’t offer diversification all the time.

Market Commentary
August 8, 2022
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Second quarter Gross Domestic Product (GDP) came out on July 28th declining 0.9%, the second straight quarterly decline. The “Are we in a recession or not?” talk turned business TV into a sports debate show. There are convincing arguments on both sides.

Videos
August 4, 2022
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Medicare can seem like a complicated maze with many twists and turns. You may feel overwhelmed with all the possible options, but there are some basic principles to help guide you toward finding what is right for your situation.

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