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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What is the bond market saying about the stock market?
by Allen Harris
Dalton — In June of 2007, when stock market indices were near all-time highs prior to the Great Recession, I started to short the market (i.e., buy investments that go up in price when stock prices go down)....
Investors reach for new highs
by Bill Schmick
The stock market won’t quit. It has been on a tear since the day after Christmas. It feels like it wants to keep climbing. That would be a fairly simple feat at this point, since we are only...
Markets Feeling Good
by Allen Harris
Dalton — The markets are feeling good, and investors are feeling even better. As I write this on Easter Sunday, the S&P 500 has rallied 23.6 percent since hitting a bottom on Christmas Eve, echoing the 24.1 percent...