Dalton — I recently had the opportunity to spend a few days in tropical and exotic Cleveland, Ohio. A small group of other Certified Exit Planning Advisors and myself met to discuss our work with businesses—growing them, turning them around, managing operational and team inefficiencies, and more. I started doing this sort of work, first for my own company, more than a decade ago. Since then I’ve been helping our business-owning clients with these tasks and also using this information for identifying sound investments. Most folks who would be interested in my continuing education in the world of business growth acceleration would be CEOs, COOs and owners. But it’s not just a business conversation, it’s an investment conversation.
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The Bank of Mom and Dad
by Allen Harris
Dalton — Last week the main regulatory body for brokers took another shot at regulating wayward financial advisors and whiffed. I won’t drag you through the details of the new SEC disclosure and compliance requirements (the final document...
Markets expect Fed to cut rates
by Bill Schmick
Investors can credit the Fed once again for the market’s revival thus far in June. The buying is fueled by expectations of three rate cuts by no later than December. Is that wishful thinking?
The Suburban Dilemma
by Bill Schmick
Over the last decade, the percentage of Baby Boomers, those aged 65 to 74, living in the suburbs increased by almost 50%. Over the next 20 years, that age group will double in size, and by 2040, 1...