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Key Person Disability and Life Insurance: Protect Your Business

As a small business owner, safeguarding your enterprise’s assets and growth is paramount. One often overlooked vulnerability is the potential death or disability of one of your key people. Key person insurance (sometimes referred to as key man insurance) is designed to address this, ensuring your business remains stable during unforeseen challenges. By understanding and […]

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Cash Balance Plan

Traditional Cash Balance Plans Pros and Cons

Are you seeking financial stability and retirement peace of mind? You might have encountered various retirement plan options, including the traditional cash balance plan. However, like any financial decision, there are benefits and drawbacks that you must carefully consider. If you’re a business owner you may be wondering whether a traditional cash balance plan is […]

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Market Review - August 2023

Market Review – August 2023

Table of Contents1 Market Review1.0.1 Summer Doldrums1.1 Market Recap1.2 Commercial Real Estate – The Next Shoe to Drop?1.3 Outlook Market Review Summer Doldrums Markets took a step back in August as sentiment shifted surrounding Fed policy August 2023 Key Observations  Fitch downgraded the United States’ credit rating to AA+ from AAA at the start of […]

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Business people looking at charts, representing Investing in private debt.

Investing in Private Debt

For some investors, traditional asset categories of stocks, bonds, and cash equivalents aren’t enough to ensure a well-diversified portfolio. These individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most common alternative assets […]

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Sheet of paper with "Private Placement Memorandum" printed across the top, representing an investment in private equity

Pros and Cons of Private Equity Investing

For some investors, the traditional asset categories of stocks, bonds, and cash equivalents aren’t enough to ensure a well-diversified portfolio. When this occurs, individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most […]

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Exit Planning for Business Owners represented by business man looking at a maze

Exit Strategy For Small Business Owners

The beginning of a small business is exciting. It’s easy to get caught up in the thrill of improving, growing, and expanding your company into the future. However, along the way, little to no thought may be given to what happens after selling your business. In the following guide, you’ll be taken through exit planning […]

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Market Review July 2023

Market Review – July 2023

Table of Contents1 Markets Heat Up in July1.0.1 Key Observations1.1 Market Recap1.2 Outlook Markets Heat Up in July Favorable economic data fuels risk assets as markets post solid gains during July 2023. Key Observations Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of […]

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Craftswoman with tablet computer ; representing a small business owner with a Solo 401k

Self-Employed (Solo) 401(k): A Retirement Plan Option for Solo Entrepreneurs

Solo 401(k)s are specially designed for small businesses with no employees, including solo entrepreneurs and the self-employed. Here’s everything you need to know to determine if a Solo 401(k) is the right retirement plan for you and your business. Since they were first introduced in the early 1980s, 401(k) plans have become the most popular […]

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Family Business Exit Planning: A Step-By-Step Walkthrough

Family businesses are a source of pride and a testament to hard work. Yet, even the most successful businesses are destined to face a transition. The question is, how do you ensure a smooth transition that both honors the legacy you’ve built and secures your family’s future?  This guide is here to help. Below, you […]

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Mid Year Market Outlook 2023, represented by market graph

2023 Mid-Year Capital Markets Update

Table of Contents1 Recessionary Resilience – Defying Expectations2 Off to an Interesting Start2.1 2023 Themes – Revisited3 Defying Recessionary Odds Recessionary Resilience – Defying Expectations Key Observations In our 2023 Outlook, Goodbye TINA, we outlined three broad themes that were likely to influence markets in 2023 – continued volatility, moderating inflation and a bear market […]

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Download our 2023 Financial Planning Guide