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105 results from “investing”

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Inflation chart and money
Inflation chart and money
Inflation chart and money
INSIGHT
outlook for financial markets
The great inflation debate ... and investing implications

“A problem well stated is a problem half solved.”   - Charles Kettering Summary The breaking of a 40-year trend of de…

JUN 19, 2021 YUNG-YU MA, PH.D.
Smiling man with beard sitting behind laptop computer with arms crossed
Smiling man with beard sitting behind laptop computer with arms crossed
Smiling man with beard sitting behind laptop computer with arms crossed
INSIGHT
The A-to-Z of ESG Investing

Understanding the terminology behind environmental, social and governance investing.   A little over ten years ago, there was a renewed focus on ad…

FEB 20, 2019 JON FINNEY
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INSIGHT
wealth planning update
Should you change your state of domicile?

Traveling to warmer climates for the winter is a tradition for many families, as is taking advantage of southern states with lower, or no, income tax…

AUG 11, 2021 JULIE ANN GARBER NATHAN BYERS
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INSIGHT
outlook for financial markets
Shaky but not fragile

“Every business and every product has risks. You can’t get around it.”                …

SEP 01, 2021 YUNG-YU MA, PH.D.
Woman C-suite executive looking at important documents
Woman C-suite executive looking at important documents
Woman C-suite executive looking at important documents
INSIGHT
The value of a wealth plan for a business owner

Business owners need to integrate their personal goals with the needs of their business as they journey through the various stages of their personal …

JUN 30, 2021 JAYNE HARTLEY
Man looking at tablet computer
Man looking at tablet computer
Man looking at tablet computer
INSIGHT
Why do the wealthy borrow?

So they can grow their wealth in strategically tax-efficient ways. More than any other segment of the population, the wealthy understand the power…

SEP 27, 2021
Close up of a Bill
Close up of a Bill
Close up of a Bill
INSIGHT
Debt Ceiling Brinkmanship

Last month’s barrage of headlines around COVID and Afghanistan obscured the late-summer news of a different battle brewing in Washington: a sta…

SEP 20, 2021 BRANDON HUDDLESTON
Business discussions for sale of business between executives
Business discussions for sale of business between executives
Business discussions for sale of business between executives
INSIGHT
current market news
How Biden’s Planned Tax Changes Could Impact You and Your Business

President Joe Biden has laid out his American Jobs Plan and American Families Plan, which include plans to increase corporate and income taxes &…

JUN 02, 2021 CAROLINE (GARDNER) DONLIN - MANAGING DIRECTOR, CORPORATE ADVISORY
Senior executive in a contemplative mood
Senior executive in a contemplative mood
Senior executive in a contemplative mood
INSIGHT
current market news
If You Want to Sell Your Business in 2021, Move Quickly

After a difficult year for some companies and a banner year for others, many business owners are evaluating whether now is the right time to sell the…

JUN 02, 2021 PAUL MAJERUS
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Q2 2021 Earnings Preview: Favorable outlook but high expectations

Equities are near all-time highs, but growth expectations are similarly high. According to FactSet,Earnings Per Share (EPS) guidance revisions for Q2…

JUL 15, 2021 JAY RITTER YUNG-YU MA, PH.D.