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The end of the year is a good time to review the following financial items as well as make needed adjustments. As always do not hesitate to reach us for specific discussions. Disclosures: This material is provided by Gryphon Financial Partners, LLC (“Gryphon”) for informational purposes only. It is not
Overview Background Investors have been looking for a recession amidst rising interest rates and expectations for slowing growth, but continued growth in much of the economy and resilient investment performance in 2023 has made for a very murky economic puzzle going forward. Exogenous factors such as geopolitical instability, deglobalization, and
Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. This report was prepared by ACG for you at your request. Although the information presented herein has
We have had the privilege of working with many business owner clients. We feel we bring an uncommon level of experience with the financial and personal elements unique to the sale of a business. Our first piece of advice usually is – Start your exit planning today. As we all
Rates Economic Conditions The FOMC is next scheduled to meet October 31 – November 1, 2023. Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report
Once children turn 18, parents no longer have automatic access to their medical or financial records. As we always try to advise, get ahead of your planning before an emergency occurs. Here are some document recommendations for your college children. HIPAA release form – This allows important medical information to be
Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject
U.S. Economy Non U.S. Economy Market Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was prepared by ACG for you at your request. Although
Most successful business owners’ identities are tied to owning and running their businesses. Selling a business is a major life change, and it is important to have a plan to attempt to stay fulfilled after the sale. We have found capitalizing on one’s strengths and competencies through running a business
For more than 10 years, investors have experienced an extremely low interest rate environment and have gotten accustomed to savings, such as bank deposits, paying very little interest. Heading into 2022, the Federal Funds Rate as determined by the Federal Reserve was set at 0% as Fed officials maintained accommodative
Overview Impact of Innovation Throughout history, technological advances have played a pivotal role in fueling economic growth and shaping societies alike. From the earliest inventions, such as the ladder, to the cutting-edge digital technologies of present day, each leap forward has unleashed a wave of transformational power on economies worldwide.
Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. This report was prepared by ACG for you at your request. Although the information presented herein has
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