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Insightful Ideas


Reasons Investors can be Thankful this Holiday Season Thumbnail

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.

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Understanding Interest Rates: What Recent Changes Mean for Your Money Thumbnail

Understanding Interest Rates: What Recent Changes Mean for Your Money

Interest rates have been surprising many people lately. Even though the Federal Reserve is planning to lower rates, longer-term rates like the 10-year Treasury have actually gone up from 3.62% to 4.38%. This is happening because the economy is doing well and people potentially expect sticky inflation after the results of the election. What does this mean for your money?

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Succession Planning at All Stages Thumbnail

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

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