Blog

Special Market Update

We write to you on the heels of one of the worst winter snow storms on record which impacted approximately one third of U.S. residents.  First and foremost, our thoughts go out to all those dealing with the aftermath of this deadly storm.  It feels like just last month given

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Update on Hedged Equity Strategies

The week ending December 11, 2015 witnessed the return of volatility on Wall Street with the S&P 500 ending its worst week since August with concern about declining commodity prices and the first U.S. interest rate hike in nearly a decade. In our last post, we reviewed thoughts on making

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Making Money in a Sideways Market

Consensus forecasts, including our own, are for financial markets to offer below historical level market returns over the mid-term (next 5-7 years).  This year has been an example of this theme with the S&P 500 up 3.4% and the Barclays Aggregate bond index up 0.68% through November 20th. With this

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Monthly Market Update for October 2015

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: U.S. economic activity gained momentum driven by strong consumer and business demand even as weak global sales held

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Monthly Market Update for September 2015

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The pace of growth in the US economy cooled in September as the rising US dollar constrained business

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Monthly Market Update for August 2015

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Second quarter growth was stronger than first reported on larger gains in consumer and business spending and a

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Recent Market Sell-Off

Recent Market Sell-Off Comments The recent sell-off started in China with concerns about economic growth rates and the impact China slowing may have on the rest of the global economy.  The immediate impact was on commodity driven economies and commodity assets but the selling pressure has moved from emerging markets

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Monthly Market Update for July 2015

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The world’s largest economy expanded at a faster pace in the second quarter, as consumer spending grew more

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Monthly Market Update for June 2015

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The outlook for the US economy improved in June as business activity and job growth pointed to a

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Monthly Market Update for May 2015

This is our first in what will be a new series of monthly blogs that will provide timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The US economy bounced back from the weak first quarter highlighted by

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Preparing to Sell Your Business

In our last blog, we emphasized the importance of addressing the first three, key objectives in exiting a business: When? How much? To whom? Now that you have those three big areas addressed, what are some of the housekeeping tasks as well as more in-depth preparation you should be doing

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Where to Start?

Exit planning for business owners is without question an intricate, multifaceted task. For the past twenty years, we have advised our business owner clients and prospects to start with the same 3 questions. These answers provide the framework for the entire exit and what life looks like post-exit. 1. When

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