Investing in a bear market
A diversified portfolio and knowing there are still opportunities can help weather the storm
Author: Dan Cohen
A life-changing decision?
Why business owners hire certified financial planners
Does raising children kill your financial plan?
Beyond the cost of college, there are so many other expenses associated with having kids
A word of warning to bond buyers
A new client recently came to me, having bought a bond fund almost a year ago at a local branch of a large bank. His goal was to invest in the bond fund for a short period of time and…
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Business growth is exciting. A big contract comes through, a new customer relationship takes off or marketing is delivering the results you expected. Financing can be a critical resource to sustain the growth. But from a lender’s perspective, growth financing is about more than momentum. The real question is whether the business can support that growth — and repay the debt that may come with it.
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Loss of manufacturing jobs contributed to our housing crisis
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When I started my first business in 1982, I didn’t know exactly where the journey would lead. What I did know was that I wanted to build something lasting, something rooted in innovation and capable of creating good jobs.
Beethoven in the background
How about a little something extra for your customers?
Cultural integration: the key to M&A success
The post-closing process of integrating the acquired business, its employees, customers and systems into the buyer’s operations is critically important to future performance.
