Category Archives: Consulting

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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When Employee Wellness Isn’t Working

As companies jump on board with employee wellness programs, providing various incentives for healthy behavior changes, many of them find themselves wondering if they really make a difference. But employees are still stressed out, perhaps more than ever. This inevitably … Continue reading

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Auto Sales, Tariff on Steel Imports, and More

Financial News and Portfolio Management Discussion through March 3rd Global markets fell over the week over concerns of a global trade war and the potential for a faster pace of interest rate increases by the Fed.  The S&P 500 fell … Continue reading

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Albertsons, Walmart, and Toys-R-Us

Financial News and Portfolio Management Discussion through February 24th Stocks rallied to end the week as the advance in interest rates relaxed.  The S&P 500 gained 0.6% and the Dow rose 0.4% for the week.  Abroad, Japan climbed 0.8% and … Continue reading

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Global Stocks and Inflation

Financial News and Portfolio Management Discussion through February 17th Global stocks rebounded strongly shrugging of weakness from earlier in the month.  The S&P 500 and Dow rose 4.3% for the week.  It was the best week for the S&P 500 … Continue reading

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Maryland Enacts Paid Sick and Safe Leave

On Jan. 12, 2018, the Maryland General Assembly voted to override Gov. Larry Hogan’s veto of paid sick and safe leave legislation. As a result, the Health Working Families Act (Act) will require:

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