2024 Midyear Outlook
Midyear is a time for reflection. It is a time for revisiting our annual outlook, reviewing the economic and market expectations we set in December, and recalibrating for the next 18 months. Our predominant theme for 2024 has been to pay attention to pivots. The promise of articial intelligence (AI), Federal Reserve (Fed) rate cuts, declining inflation, and the resumption of durable earnings growth fueled a hard pivot to positive momentum to open 2024.
As we cast our eyes forward, we remain confident that these pivot points will continue to calibrate markets' path forward. Our guidance remains focused on high-quality investments in both equities and fixed income, as hopes for falling inflation and interest-rate cuts have faded in recent months. Geopolitical risks, market volatility, and the November elections will all have much to say about the path for markets in the back half of 2024.
In times like these, the guidance of an investment professional who understands your financial goals and the changes in your circumstance can make all the difference. Thank you for the trust in us, and we hope our 2024 Midyear Outlook provides the perspective you need to make wise choices in the months ahead. Please click here to access the report.
In times like these, the guidance of an investment professional who understands your financial goals and the changes in your circumstance can make all the difference. Thank you for the trust in us, and we hope our 2024 Midyear Outlook provides the perspective you need to make wise choices in the months ahead. Please click here to access the report.
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Wealth Planning Updates & Newsletter Archive
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Three keep/sell considerations | Is it the time to keep or the time to sell? Is it better to continue to live off the annual cash flow (and perks of ownership) or take the lump sum? These decisions are often not straightforward because there can be many variables to evaluate that are not concrete, for example risk, timing, and control. As a result, this can cause a delay in owners engaging in the evaluation process and becoming overwhelmed with multiple "what-if" scenarios. Understanding the three keep/sell considerations can assist with an efficient transition process.
To read the full white paper, please click here.
To read the full white paper, please click here.
Three questions every business owner should be able to answer (the earlier the better) | Whether you're focused on growing the business, managing it efficiently, or considering a sale or transition, pausing to answer a few strategic questions can clarify your intentions and prepare you for unexpected events. In our experience, few business owners take the time to consider their answers and, as a result, may be caught off guard when an unsolicited offer arises, there is a change in family circumstances, or shift in personal priorities. Your advisor can tap specialists who offer tools and resources to help you make well-informed decisions.
No matter what stage your business is in, can you answer these essential questions? Click here to access the article.
No matter what stage your business is in, can you answer these essential questions? Click here to access the article.
What is your company worth? | From assessing unsolicited offers to preparing for potential estate taxes, knowing the value of your business is essential. The answer to the valuation question plays a critical role in addressing strategic options that face all business owners. Therefore, it is important to examine the role of the business as a significant source of wealth in order to plan for the future.
To read the full white paper, written by Business Owner Advisory Strategist, Mahesh Rao, please click here.
To read the full white paper, written by Business Owner Advisory Strategist, Mahesh Rao, please click here.
VRM Intel Article Archive
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