Scott Poore, AIF, AWMA, APMADec 11, 20204 minFriday Market MusingsSoft Patches of Economic Data Not Yet Indicative of an End to the Recovery. As cases of COVID increase, more restrictions and draconian...
Scott Poore, AIF, AWMA, APMADec 11, 20202 minWeekly Market RecapThe two key meetings to keep your eye on this week will involve vaccines and stimulus. On Thursday, the FDA will meet to approve...
-Dec 2, 20203 minAre Your Financial Resolutions In Sync With These Top 5 for 2021?New year, new you? A great place to start is by looking at your financial resolutions. What do you want to change about your spending and sa
Scott Poore, AIF, AWMA, APMANov 29, 20201 minWeekly Market RecapAll eyes will be on consumers through year-end as holiday sales will become the focus. The National Retail Federation is projecting...
Scott Poore, AIF, AWMA, APMANov 27, 20203 minFriday Market MusingsAs we enjoy spending time with family and friends over the holiday, I’ll keep this week’s musings short-and-sweet. Our internal...
-Nov 25, 20204 minWhat is a Family Business Succession Plan and Do I Need One for My Business?If you intend to pass your business on to the next generation, developing a business succession plan should be top of mind when...