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Is Your 401(k) Plan Underperforming?

Are you looking to improve the results of your retirement plan in the new year? If you are like many investors, your Roth accounts, IRAs and brokerage accounts have likely performed well over the last few years. However, many are finding that their employer sponsored retirement plans, such …

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Is Your Business Worth as Much as You Think?

As a business owner, you already know your company has value. It supports your lifestyle, pays your employees, and provides products or services your clients rely on. But here’s the big question: If someone asked you today what your business is worth, could you give them a confident answer? …

4 Unforeseen Third-Party Sales Challenges for Small Business Owners

Many business owners assume their exit path will be a sale to a third party. In fact, some entrepreneurs start their businesses with the goal of finding a larger buyer, selling the business, and moving on to their next business idea. A cash sale can definitely draw business owners toward th …

Facts Vs Feelings Take 5 – Talking About the Government Shutdown

In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macros Strategist, dive into the latest government shutdown and what it means for the markets and the economy. While shutdowns grab headlines, history shows their long-term impact on …

Facts Vs Feelings Take 5 – Is the Stock Market in a Bubble?

In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the big question making headlines: Is the stock market in a bubble? With comparisons to 1929 floating around, it’s easy to feel uneasy. Ryan and Sonu break down the fact …

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