The stock market continued to move higher during the month of April as all the indexes we follow moving higher for the month. Of note, the large cap indexes – S&P 500 and the Dow Industrials – outperformed the small cap index for the first time in a while. One month doesn’t make a trend, but it … Read More
Monthly Stock Market Review – March 2021
March was a very nice month for stock market investors as both domestic and global developed markets performed exceptionally well. Emerging markets, in contrast, were mostly flat. We attribute this weakness to the strength of the US Dollar. Unlike equities, the bond and commodity indices we follow … Read More
6 Mistakes Small Business Owners Make With Their Finances
As you grow your business, it’s imperative for you to have advocates in your corner who understand the pitfalls that are common to newer, rapidly-growing organizations. From risk exposure and tax planning to the construction of retirement plans, entrepreneurs often face challenges that are outside … Read More
Monthly Stock Market Review – February 2021
February has been an historically weak month for stock market returns. In 2021, however, the markets bucked the trend. Most everyone we know would be happy with the solid returns from the two US large cap indexes (Dow Industrials, S&P 500) and the international indices we track. The bonus was … Read More
Why Entrepreneurs Should Consider a Financial Advisor
If you’re a successful business owner, you’ve already beaten the odds. Data from the Bureau of Labor Statistics show that almost half of businesses fail within 5 years.¹ But new challenges often accompany professional success. Many owners set their personal wealth planning on the backburner as they … Read More
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