The Psychological Aspect of Business Exit: Overcoming Founder Fears
Global markets experienced a mixed week with U.S. equities showing varied performance and European stocks gaining momentum
The Role of Valuation in a Successful Business Exit
Global markets experienced a mixed week with U.S. equities showing varied performance and European stocks gaining momentum
Markets in October 2023
Investment Insights Why It Could Keep Going Higher Biggest Risk Economic Data What We Are Doing The economy continues to defy high interest and high nominal GDP supports corporate earnings. However, sticky inflation may cause the Fed to keep rates higher for longer inevitably impacting the economy. As rates moved higher and stocks sold […]
Why a 100% Successful Financial Plan Isn’t Always The Goal
Most financial planners use a Monte Carlo analysis to determine the success of a financial plan. A Monte Carlo analysis runs 10,000 different random return sequences to predict your future financial outcome. It takes all of the data within a financial plan such as income, expenses, investments, and liabilities, and produces a score between 0 […]
