Gast Freeman Troyer Racen
-
Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued to point to strength in the underlying growth trajectory. That said, markets expectations for rate…
-
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week saw a little bit of buyers’ remorse – albeit selective. Earnings are on a positive…
-
By Aoifinn Devitt, Chief Global Investment Strategist It has been a week filled with newsflow and our weekly update is coming to you a little later than usual. As we turn the corner into February,…
-
Planning for a successful future can seem overwhelming. Where do you start? How do you make time? Which questions should you ask? Today, we’ll present a process that can help you organize your thoughts and…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer After a bruising 2022, 2023 was the “comeback kid” of a year. But in the fourth quarter, it seemed to defy gravity itself. All year, the rumblings of a…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF MONTHLY OBSERVATIONS Strange, Long Year Ends on High Note The doldrums of August-October were a…
-
As a business owner, is it a good idea to hire a “professional president” to keep various managers focused? Today, we’ll present some potential benefits of a professional company president. Shepherding Success Successful business owners…
-
Jan. 2024 Welcome to this month’s Ask the CFP® segment. Today, we’ll talk about making the shift from saving to spending when you retire. Can you remember your first paid job? Maybe it was…
-
“The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war in Europe since World War II,…
-
“How hard can planning my exit really be? I already made it valuable, so all I need to do is find someone to buy it for what I want, right?” If you’ve ever watched a…
-
Tim Side, CFA® – Investment Strategist “From thirty years as a practicing historian, I have come to the conclusion that there is but one, singular, lesson of history. It is this — there are no permanent winners…
-
Tim Side, CFA® – Investment Strategist “Prediction is very difficult, especially if it’s about the future.” -Niels Bohr[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war…
-
Many business owners eventually reach a crossroads where their families want them to slow down and take it easy, even if they aren’t ready. This can be even more challenging if, as one business owner…
-
Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance in November after Fed comments indicated less potential for future monetary tightening which spurred a…
-
Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “How much life insurance do I need?” As with many financial questions, the answer is unique to each and…
-
For many business owners, the business is more than a means to make money—it’s a part of their identity and a link to the past. This can make the idea of leaving it, and committing…
-
Business owners are used to having control. But some things are uncontrollable, and without a plan, those uncontrollable things can create negative consequences that reverberate. Consider the story of a fictional but representative business owner…
-
Hello everyone, and welcome to this month’s Ask the CFP® segment. This month’s question is, “How do I maximize the tax benefits of charitable gifts?” If you’re charitably inclined, you’re already doing a wonderful thing…
-
Many business owners choose to sell their businesses to third parties for several reasons. If you’re thinking about pursuing a third-party sale as your business exit strategy, consider these four steps to prepare yourself for…
-
Keeping the business in the family or among trusted employees is a point of pride for many business owners. And some heirs apparent truly can’t wait to run the business. Today, we’ll raise some important…
-
Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “How do I find my 401(k) expenses? We all know there’s no such thing as a free lunch. 401(k) plans…
-
MoneyGeek recently featured Advisor Kyle Luetters in an article providing tips n finding the best first-time credit cards. Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.…
-
MoneyGeek recently featured Advisor Michael Peek to provide his thoughts on what steps to consider when researching a car insurance provider. Below are excerpts from the article, which you can see in its entirety HERE. How…
-
Business owners deserve to get full value for their businesses when they decide to retire. But who determines what “full value” is, and how do you create it? Let’s look at three strategies you can…