What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
More than half of women (53%) surveyed recently are the primary breadwinners in their households, yet only 20% consider themselves “very well prepared” with their financial decision making.¹ Nearly one-third of those surveyed said they...Read More
A couple of months ago I wrote an article on Succession Planning, where I made mention of getting your business evaluated. Now I want to delve deeper. Whether you want a “rough” number or a more realistic one, it boils down to using...Read More
Almost every day on the radio, television, newspaper or internet, we hear something about the market. You know, the market is up, the market is down, and investors get jittery because of Europe or the Middle East. You name it, there is...Read More
There is a term that refers to folks who travel from the northern states to the warmer states when the cold weather arrives. Once the weather begins to turn warm again, they migrate north, only to repeat the cycle again the next year....Read More