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May Market Commentary: The Fed Owned It, But Can They Control It?

April Recap and May Outlook COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption of the ongoing war in Ukraine, 40+ year record inflation, and the resulting amping up of …

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Benchmarking Your Business For Growth

Benchmarking Your Business For Growth Building and running a business requires many different skill sets. You're often the development head, the chief strategist, the head of marketing, and you know every role from the ground up because you created them. But stepping back from the day-to-day and …

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March Market Commentary: In Like A Lamb, Out Like a Lion?

March Recap and April Outlook Ukraine’s fierce response to and subsequent repulsion of Russian troops surprised everyone, not least Vladimir Putin. As March came to a close, negotiations were beginning to be more realistic, and the evidence on the ground was that Russia was retreating and …

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Value Your Business Like It’s Your Retirement Plan, Because it Is

Value Your Business Like It’s Your Retirement Plan, Because it Is Building a successful business can take decades. While working to grow, it's common to use all available assets above the salary check stub you pay yourself to fund future expansion. Where does that leave you on the retirement side …

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February Market Commentary: Action and Reaction

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February Recap and March Outlook February opened with a strong January employment number as the Bureau of Labor Statistics reported an increase of 467,000 jobs. Instead of reassuring markets after a rough ride in January, it only served to fuel speculation that a strong labor market would lead the …

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Planning for Retirement with Equity Compensation

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Planning for Retirement with Equity Compensation Stock options and restricted stock units (RSUs) are becoming more common as part of a total compensation package. But there are differences between saving for retirement from salary and incorporating stock into a retirement plan. Making automatic …

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