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About
Who We Are
What We Do
Who We Serve
Where We Give
Publications
Books
White Papers
Media
In the News
Webinars
Podcasts
Careers
Blog
Home
About
Who We Are
What We Do
Who We Serve
Where We Give
Publications
Books
White Papers
Media
In the News
Webinars
Podcasts
Careers
Blog
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How to Sell Your Business
January 12, 2024
Embarking on the sale of your business is not just about cashing in on your hard work—it’s a complex...
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Economic Outlook for 2024
January 10, 2024
Well, it looks like the economy is finally normalizing. So, the question now becomes “what’s...
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Investment Outlook for 2024
December 28, 2023
We’ve had a sweet rally in the last quarter in both stocks and bonds. So with this beautiful...
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Rethinking Investing in Commodities
December 21, 2023
With inflation falling fairly rapidly already at 3%, is it time to rethink commodities? What is a Commodity? Let’s...
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Selling Your Business: Nine Human Nature Pitfalls That Can Disrupt a Successful Exit
December 13, 2023
Selling a business is a complex and often emotional journey, especially for entrepreneurs who have poured...
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I'm Okay, But Things Are Terrible: Is the Economy Bad?
December 7, 2023
I’m okay, but things are terrible. There’s a general sense that economic conditions right now are absolutely...
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Investing in Bonds: Are we at the End of the Bond Meltdown?
December 4, 2023
We’ve all heard, “what goes up must come down.” Well, on an interesting twist, what’s come down very...
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The S&P 493: How This is More Relevant Than the S&P 500
November 15, 2023
Everybody’s heard of the S&P 500, but maybe what’s more relevant is the S&P 493. Hello, my n...
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Timing the Market: Being Out of The Market the Wrong Week Kills Returns
November 6, 2023
So last week we enjoyed a great market rally. We enjoyed it, that is, if you weren’t timing the market...
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The S&P 500 10% Slide From July Peak. What Does This Mean?
October 30, 2023
On July 31st, the market was at 4,589. On Friday, it was 4,117. Today* it's actually bounced back a little...
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Social Security Adjusted For Inflation - How Does That Impact You in 2024?
October 26, 2023
For 71 million people, there'll be an average 3.2% increase in their Social Security benefit in 2024....
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Interest Rates: Are Higher Rates Good or Bad?
October 19, 2023
If you're alive, if you've got a pulse, read the news, or looked at the credit card statement - you know...
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