Important Questions Answered for Investors: Trade Wars and DOGE
Today, I want to address two important questions on the minds of investors. Why is the market concerned about a trade war and how will DOGE layoffs impact the labor market?
Finding Balance in an Evolving Market
As we reflect on 2024, it's worth noting how many anticipated challenges failed to materialize. Despite widespread concerns about recession, market downturns, and political instability, markets demonstrated remarkable resilience. Looking ahead to 2025, the focus shifts from extremes to equilibrium.
Reasons Investors can be Thankful this Holiday Season
The investment landscape in 2024 has provided numerous bright spots for market participants. This exceptional performance comes against a backdrop of strong economic indicators, including moderated inflation, robust employment figures, and sustained GDP growth - all despite various challenges including Fed policy uncertainty, election dynamics, and global tensions.
Succession Planning at All Stages
For most business owners, especially entrepreneurs who have founded their business, the word succession is inextricably linked with retirement. For that reason there are many myths around succession planning – including the most prominent “I’m not ready to retire.” However, it turns out that no matter what stage of business you are at, it’s never too early to think about succession planning
Your Business Deserves An "Estate Plan"
Drafting a succession plan now can help your business stand the test of time. As a business owner, you’ve invested so much into making your business successful – hard work, time, money, energy. It’s truly hard to imagine your business without you. But chances are there will come a day when someone else will take the reins. And a seamless succession plan, one carefully and thoughtfully devised well in advance, is essential to making sure your business enjoys continued success for generations to come.
Charts That Matter Episode 8
What Dow 40,000 Means for Consumer Net Worth. The Dow Jones Industrial Average reached 40,000 for the first time recently as markets continue to rebound from a 5% decline earlier this year. While this has felt like a difficult year for many investors due to inflation, high interest rates, and growth concerns, the reality is that the broad market has achieved 23 new all-time highs. Other asset classes, including international stocks, commodities, and even gold, have surged alongside the U.S. stock market as interest rate expectations have fallen.