Many stereotypes have been associated with private equity firms, such as reducing employee count to save costs, shutting down locations and making decisions only on financial metrics.
Most businesses know their people are their biggest assets, but in today’s tech-crazed world, people also can be businesses’ weakest links when it comes to IT and cybersecurity concerns.
Cryptocurrency continues to be a hot topic of conversation as its popularity grows globally. In recent months, cryptocurrency made headlines from Super Bowl ad placements to world powers responding to the invasion of Ukraine by freezing Russia’s crypto assets, virtually cutting them off from a significant portion of the international economy.
Some businesses have found they can benefit from creating a “captive” insurance company — one they own and fund.
Tax time is upon us, and with the tumultuous season we had last year, many people are wondering what to expect for filing in 2022. Will there be delays in returns? Are there any new laws in place? What is the quickest way to file?
COVID-19 has been a catalyst for countless sudden changes to everyday life.
No one can predict the future, but if we could, it would make certain risks we take in our lives, such as running a business, much less nerve racking.
Admittedly, we evidence-based advisors can dive a little deeper into the investment weeds than most folks want to go. As an investor, you just want to know how to pursue the best after-cost returns for the investment risks you’re willing to take.
Significant life events, such as changing employers or entering retirement, should prompt you to consider rolling your retirement assets into an IRA.
The COVID-19 pandemic has taken a toll on us all, but not everyone has been affected in the same way.
As the flowers start popping up in my garden, I can’t help but make parallels to the importance of tending my financial garden, as well.
If you can’t assess the performance of your adviser using well-known business leadership principles, what criteria should you use?
Outsourcing for accounting, human resources, legal and IT allows companies to be more efficient.
2021 is lining up to be another fascinating year in the world of M&A.
Given the low interest rate environment the U.S. is experiencing right now, many of my clients are asking essentially the same question: What should I do with excess cash?
Some business owners have been left perplexed regarding the tax deductibility of their Paycheck Protection Program (PPP) or PPP2 loans.
Few have been financially unscathed in the wake of the pandemic. Yet, as West Michigan has proven time and time again when recessions hit, businesses in the region (although battered) weather the respective storms relatively well.
The SEC’s intent is to ensure that you, as the investor, have enough information to decide whether a professional investment recommendation is best suited to your needs no matter who is offering it.
Many people are wondering what will happen to the exemption if there is a Democratic president and possibly a Democratic-controlled Congress.
Your personal priorities govern the type of sustainable investing that will best align with your goals.