Wealth Management Blog
The GENIUS Act: Expanding the Dollar’s Power in Digital Finance
The U.S. recently passed the GENIUS Act, a new law that sets clear rules for stablecoins (i.e., digital tokens tied to the U.S. dollar or other safe assets). It’s a big step toward making the dollar stronger in the fast-growing world of digital money. Why It Matters Stablecoins like Tether [...]
Myth #1: A Profitable Business Isn’t Always Valuable
Many business owners believe that a profitable business automatically means high value and easy sale. But here’s the myth-buster: profitability alone doesn’t guarantee buyer interest or the maximum price. When you’re preparing to sell, transition, or retire, what really counts is transferable business value — the value your business holds [...]
Market Moves Explained: From Selloff to Surge in the First Half
It was nothing short of a wild ride for U.S. equities in the first half of the year. The year began with the newly elected president imposing broad tariffs on nearly all imports, sparking a swift market selloff. By early April, the market had declined 21%. But just as quickly [...]
Your Exit, Your Terms: The Crucial Lesson from Informatica’s High-Stakes Sale
In the complex world of mergers and acquisitions, timing is often everything. For business owners, one of the most critical lessons to internalize is this: the first offer you receive for your business is frequently the best one. This stark truth was recently put on public display, transforming a missed [...]
How Tariffs and AI Are Reshaping Business Strategy
Each month, the Federal Reserve Banks publish regional economic surveys that offer a real-time window into what businesses are experiencing. These reports often highlight the evolving pressures and opportunities that shape strategic decisions. In its most recent release, the Dallas Fed turned its attention to two timely topics: tariffs and artificial intelligence (AI). The findings [...]
Choosing the Right Atlanta Financial Advisor for Your Needs
Finding the right financial advisor in Atlanta isn’t just about investment performance—it’s about selecting a trusted guide who aligns with your values, understands your goals and builds a plan that works for your life today and in the future. Whether you’re approaching retirement, navigating a business exit or building generational [...]
Four Economic Forecasts for 2025: What Small Business Owners Need to Know
What does 2025 hold for your financial future? Four key economic forecasts shed light on the trends ahead: AI-driven productivity gains, stronger stock outlooks, shifting inflation targets and a less intrusive government. Here’s what these mean for you. Forecast #1: A New Era of Productivity Boosts Corporate Earnings AI is [...]
Mid-Year Market Review
The first half of 2020 was quite a rollercoaster ride for the financial markets. The S&P 500 reflected the unparalleled drop in economic activity during the first quarter with a sharp decline (-19.5%). It was the fastest peak to bear market drop in history. Fortunately, the country began moving out [...]
What to Expect from Social Security in 2020
The Secure Act has dominated recent headlines; however, the Social Security Administration has released the changes for 2020 and they are just as impactful. Below is a quick overview of what to expect for this year. You are receiving a raise! Social Security checks are increasing by 1.6% this year. [...]
