Viva La Revolucion!

45% of Americans aged 18-45 believe socialism is the ideal economic system for the U.S.
Anti-Money Laundering Reporting Frightening LLC and Other Entity Owners

There’s a lot of noise being made about these beneficial ownership information reports that the Treasury is asking anybody who owns an LLC or certain other entities to file immediately. How big a deal is this, and what can you do about it?
Business Valuation and Common Misconceptions and Associated Risks

Maneuvering through the intricate landscape of business valuation can be as challenging as it is critical for owners looking to sell their business – their life’s work. The valuation process is not merely an academic exercise but a practical one that can significantly influence the final sale price of a business. It’s essential for business […]
How to Sell Your Business

Embarking on the sale of your business is not just about cashing in on your hard work—it’s a complex process that reflects the culmination of time, investment, and dedication. This journey to a successful sale begins with understanding the pitfalls and planning meticulously to avoid them. In this guide that follows, inspired by the book […]
Economic Outlook for 2024

Well, it looks like the economy is finally normalizing. So, the question now becomes “what’s next for 2024?” I just got back from a fascinating luncheon at ACG Houston. ACG is the Association for Corporate Growth. We had an economist from First Horizon Bank in New York City speak to the group, and it was […]
Investment Outlook for 2024

We’ve had a sweet rally in the last quarter in both stocks and bonds. So with this beautiful end to 2023, what’s the outlook for 2024? The Markets Historically, future returns are driven by attractive valuations, and so when we’re looking for the threats and the promises we look at evaluations. The biggest threat […]
Rethinking Investing in Commodities

With inflation falling fairly rapidly already at 3%, is it time to rethink commodities? What is a Commodity? Let’s begin by defining commodities. The basic goods and raw materials typically sold on specialist exchanges. We’re talking about oil, gold, wheat, pork bellies, and there’s a number of ways we can own these commodities; four fundamental […]
Selling Your Business: Nine Human Nature Pitfalls That Can Disrupt a Successful Exit

Selling a business is a complex and often emotional journey, especially for entrepreneurs who have poured their heart and soul into their ventures. In this era, entrepreneurs are heralded as the champions of modern innovation, effortlessly navigating turbulent waters to create success.
I’m Okay, But Things Are Terrible: Is the Economy Bad?

I’m okay, but things are terrible. There’s a general sense that economic conditions right now are absolutely awful and that the outlook is terrible – a sense that is completely and totally refuted by reality. Why is it that the general public feels this way, and how is this impacting the way they invest?
Investing in Bonds: Are we at the End of the Bond Meltdown?

We’ve all heard, “what goes up must come down.” Well, on an interesting twist, what’s come down very hard in the form of the bond market looks like it’s ready to recover a little bit.