Thought Leadership

Macro & Market Perspectives

Asset Allocation

The first quarter of this year may not be best described as normalcy, but at least it seems to be trending in the right direction — inflation not running near double digits, bonds not performing miserably…

Business Exit Planning

Do You Know Your Wealth Gap?

Business Exit Planning & The Wealth Gap 1. What’s Required to Find Your Wealth Gap 2. Why You Shouldn’t Include Your Business’ Value 3. Why a Business Valuation is Still Necessary 4. What to Consider in…

Common Cents Blog

Common Cents & Sloppiness

This past week, I made a presentation on the economy at a conference in New Orleans. Say what you will about the place, but people love to go to NOLA and have a good time. There…