Businesspeople are making a M&A deal

Business Advisory

Considering a Merger or Acquisition?

…acquiring company purchases 100% of the other company, the acquired business becomes wholly owned by the acquiring company. In our current marketplace, private equity and synergistic buyers are also active…

Cover image of the movie "Planes, Trains & Automobiles"

Investing

The Vehicle is Not the Destination

…your heart. But that’s OK. The journey changes you; it should change you… You take something with you. Hopefully, you leave something good behind.” Footnotes: https://www.amazon.com/Mistakes-Every-Investor-Makes-Avoid/dp/1118929004 https://www.fool.com/retirement/2017/06/04/americans-care-more-about-vacations-than-retiremen.aspx https://creativeplanning.com/blog/begin-with-the-end-in-mind/ https://creativeplanning.com/blog/cash-is-king/ https://en.wikipedia.org/wiki/Hyperloop…

Woman running windy treacherous path

Investing

Well-Earned Reward

…Shiller, S&P Dow Jones Indices, Federal Reserve, author’s calculations Annualized Inflation Rate, http://www.moneychimp.com/articles/econ/inflation_calculator.htm, 01/01/1971-12/31/2021 Compound Annual Growth Rate with dividends = 8.31%, without dividends = 5.16%. http://www.moneychimp.com/features/market_cagr.htm, 01/01/1971-12/31/2020, adjusted for…

Dramatic panoramic skyscape with stormy clouds

From Peter's Desk

The Cloudy Crystal Ball

…Cap Index -21.5% • International Index -20.0% Big Tech, which carried the market in recent years, came back to earth in dramatic fashion. • Amazon -51.00% • Meta (Facebook) -66.00%…

Rethink Your Money

The Powerful Impact of Cash

…public equity, that’s people oftentimes think about private markets, right? The acquiring of companies, trying to make them more profitable, selling them again, but that’s just a component of private

Portrait of american college football player holding a ball and looking at camera

Financial Planning

What’s Going On With NIL?

…NIL deal. For help with NIL deals, or any other financial matter, schedule a call with a member of our team. Footnotes: https://www.statista.com/chart/25236/ncaa-athletic-department-revenue/ https://ftw.usatoday.com/lists/nil-college-basketball-football-best-weirdest-deals https://afrotech.com/nil-deals?item=14 https://www.insidehighered.com/news/2021/10/12/while-some-ncaa-athletes-cash-nil-others-lose-out https://www.si.com/college/2022/05/02/nil-name-image-likeness-experts-divided-over-boosters-laws-recruiting https://brobible.com/gear/article/factor-meals-review/ https://www.si.com/college/2022/05/09/ncaa-nil-guidelines-boosters-athlete-funds https://www.sandiegouniontribune.com/sports/story/2022-05-04/blame-ncaa-for-nil-getting-out-of-hand…

Retirement Planning

…goals. Our comprehensive, customized approach can help you enter the next phase of your life with confidence. Book Your Free Meeting Your Custom Retirement Plan Will Include: A Personalized Investment…

Man sitting at kitchen table on laptop

Financial Planning

Taking Giant Steps in your Retirement Plan

…but for many it’s the right approach to take “giant steps” to get them back on track. “…tomorrows another day…I may as well play…” -The Police Footnotes: https://www.sciencealert.com/here-s-how-high-you-could-jump-on-other-worlds-in-the-solar-system https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/faqs/cash-balance-pension-plans-consumer.pdf https://www.irs.gov/newsroom/tax-cuts-and-jobs-act-provision-11011-section-199a-qualified-business-income-deduction-faqs…

 

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