facebook

Category: Updates

What’s on Greg’s Mind

Lately, I’ve heard an often repeated question… Is it time to move to cash? Interestingly this question has come from people with various backgrounds, different lifestyles, and in different life stages. And, as you might guess,...

Read More

Don’t Ignore This PPP Hint

On March 31st, I wrote a post regarding the newly created $349 Billion Paycheck Protection Program, now referred to as PPP.  It now seems that there were more business owners who applied but did not receive funds, than those who...

Read More

Special Update

On October 2nd, 2018, in his excellent post, Moneyball Revisited, Greg Stewart noted; “Where can we go from here? What will fuel the rocket?” Not long after, during what turned out to be a very difficult December...

Read More

US Political Cycles

Even more uncertainty was interjected into the US political arena with the Brexit vote. Polls have narrowed between the two major candidates, potentially creating political headwinds for the market in the short-term. In the...

Read More

The Post-Brexit World

The Brexit vote produced some very short term volatility, with two strong down days followed by three strong up days – putting us pretty close to where we were before the vote. Here are our takeaways from that experience: 1. A...

Read More
Loading
image-succession-breakthrough-planner

Get The Free Succession Breakthrough Planner™

Enter Your Information And Click 'Send Me The Planner'

Success! Check your email inbox for next steps!