It’s generally thought that there are several cycles that reflect where a business is in preparedness for a sale. These capture the economy, the market, and the mindset and planning of the business owners. From an economic standpoint, the liquidity cycle is the one that matters. This cycle gauges the amount of available liquidity and […]
Strategic Wealth Blog
Gas Prices Signal both Post-COVID norm and Inflation
Gas prices hit a seven-year high over Memorial Day weekend. This signals both a post-COVID return to normal as well as building inflationary pressures.
Why We Believe in Active Management
Creating an effective, all-weather portfolio cannot be achieved with passive investing or broadly diversified portfolio. Only active management can address all stages of the market cycle.
Make Your Kids Money-Smart
Teaching your kids sound financial knowledge can help them make smart financial decisions now, and in the future.
Infographic: The History of Currency
Baseball’s $300+ Million Players
The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed long-term, $300+ million contracts.1 From an estate strategy perspective, you might […]
