Preparing to Transition Your Business

Protect your family’s interests and your company’s continuity A closely-held family business isn’t just a major asset, it’s the culmination of your life’s work and your passion. Over the years, you perhaps imagined a scenario where you would one day hand over the...

The Upcoming Election 2020

Soon, voting in the 2020 presidential election will conclude. It has been a long, contentious, and most unusual election season marred by the difficulties of the pandemic and incidences of social unrest and violence around the country. We know the many uncertainties...

Quarterly Economic Review – 3rd Quarter 2020

As autumn approaches and we near the end of the third quarter, the vigorous equity market recovery that began in Q2 continues. As of 9/15/20, the S&P 500® is up 11.5% for the quarter and the Russell 3000 and NASDAQ Composite have both advanced nearly 10%. August,...

Socially Responsible investing

Are you looking for a way to integrate your personal values and convictions into the way you are investing for your future? Is it important to you that the companies in your portfolio are good corporate citizens? If yes, you may want to take a socially responsible...