Category Archives: Consulting

Sales, Wells Fargo, and more

Financial News and Portfolio Management Discussion through April 21st US stocks rose on solid corporate earnings. The S&P 500 rose 0.5% and the Dow gained 0.4% for the week. Internationally, Japan jumped 1.8% and Europe climbed 0.7% for the week. … Continue reading

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Trade War, Tariffs, and more

Financial News and Portfolio Management Discussion through April 9th Trade war fears with China reared their head again to drive a weekly decline in US stocks.  The S&P 500 fell 1.4% and the Dow eased 0.7% for the week.  Internationally, … Continue reading

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Inflation, Broadcom, Toys “R” Us, and More

Financial News and Portfolio Management Discussion through March 17th Stocks fell over the week as protectionist trade policies weighed. The S&P 500 dropped 1.2% and the Dow fell 1.5% for the week.  Internationally, Japan gained 1.0% and Europe ticked down … Continue reading

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Why Your S.O.S. Won’t Help Your Business

Perhaps you made it where you are today by doing certain things in a certain way, then replicating those same processes over and over again. In fact, maybe you’re a huge fan of your Same Old Stuff. If so, you’re … Continue reading

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Looking for that next great team member? Hire a neophile!

There are just certain types of people you want on your team. And if you take a few minutes to think about those people, you’ll probably find they have a few things in common:

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One Key to Protecting Your Business: Key Person Insurance

Many businesses have one or two people who are the glue that holds everything together. It could be the founder, owner, CEO, CFO, or another essential contributor with specialized skills and knowledge that are critical to the operation of the … Continue reading

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Stocks, Hiring, Tariffs, and More

Financial News and Portfolio Management Discussion through March 10th Stocks surged over the week on reduced fears over a global trade war as well as a strong jobs report.  The S&P 500 soared 3.5% and the Dow rose 3.3% for … Continue reading

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