Knowing your business’s valuation today could be more helpful than you think. Your valuation can help inform your future plans, growth opportunities, and when the time comes, how much someone else might be willing to pay for your company

In the 4th quarter, we saw a commendable performance from both the stock and bond markets, with returns ranging from 8-12% for stocks and 5-6% for bonds. This was a strong finish to the year and a reflection of the resilience in the markets. 

In-depth discussion of several themes focused on markets and the economy. Topics include: Q4 Performance, the Magnificent 7, and Interest Rates. (Video & Podcast)

There are still plenty of birthdays over 50 that have significant financial importance. Keep in mind these upcoming birthdays and how they could impact your financial decisions.

Stock quote: “The beginning is the most important part of the work.” Well Balanced Vol. 26 is a round-up of topics helping you get today right.

As we approach the end of 2023, it's a fitting time to reflect on a few financial trends that have shaped the year. Our latest conversation provides insights into three core areas: interest rates, inflation, and stock market performance.

Recently, the IRS announced there will be some changes to the 2024 tax year that could impact your retirement savings. Here’s what you need to know.