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From Ownership to Legacy: Insights on Exit Planning for Family Businesses

Todd Brand and Tim Egart, both Certified Exit Planning Advisors (CEPA®), share their thoughts on exit planning for family business owners. Listen to the this important on-demand webinar. Read More

Short-Term Volatility

The markets sold off early Monday morning on a myriad of worries including (but not limited to) an over-valuation in some of the largest technology companies, a weak employment report on Friday, fears of an escalation in tensions between Israel and Iran, and an equity sell-off in Japan. Read More

The Old Normal

By Cliff Aque, AIF®, CFA® During the Great Financial Crisis (GFC), the phrase “the new normal” gained popularity. However, it has also been used at other times of dilemma: in 1918 regarding the aftermath of World War I, in 2003 after the dot-com bubble, and in 2005 during the avian flu (according to Wikipedia). There… Read More

The Fed’s Influence on Markets

By Damaris Gingerich, CFP®, AIF® What does the Fed do? The Federal Open Market Committee (FOMC) has a two-part mandate: control inflation and achieve maximum employment. Their stated target is 2% inflation with maximized employment. The Committee is comprised of 12 members, headed up by Fed Chair Jerome Powell, who began his term in 2018…. Read More

Air Traffic Control

The economy remained resilient during the third quarter, prompting some excitement that the Federal Reserve (the Fed) could engineer a soft-landing for the U.S. economy. Read More

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