Bull Market Turns 10 — What the Past 10 Years Taught Us, We Already Knew

April 2019  By: SCOTT McGHIE, CFA, CPA

The stock market bottomed in March 2009 after a prolonged and deep decline from its October 2007 highs. The financial crisis wounds were deep. The global banking system was nearly torn to shreds, forcing unprecedented monetary and regulatory actions. Debt markets were frozen. A new administration had entered the White House. Stock market investors were…

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6 Key Considerations Before You Sell Your Business

April 2019  By: JOEL GOODMAN, CFA

Are you thinking about selling your business? Whether you own a new start-up or an established family-owned company, it’s critical to be strategic, thoughtful and intentional because the decisions you make now will affect your ability to protect and grow the proceeds from the sale for years to come. Selling a business isn’t an overnight…

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Employee Spotlight: Alex Morris

April 2019  By: ALEX MORRIS, CFA, MBA

Originally from South Florida, Alex discovered his passion for investing while in college. He originally planned on a career in building construction but changed his mind after stumbling upon some of the writings of investing legends such as Warren Buffett and Peter Lynch. During his senior year at the University of Florida, he made the…

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