From Our Point of View

Your timeframe has an enormous impact on the profitability and potential for investing in stocks. Short-term focused investors are more likely to experience losses.

Selling a business takes years to develop. Here's what you should do three years before selling your business.

We favor a blend of pre- and post-tax investment accounts. This allows someone to hedge their projections and build tax flexibility in retirement.

What information matters most going forward, and what action items, if any, should I take to reposition my assets?

The US stock market generated 12% during both calm and crisis moments of investing. So simply remaining invested in US stocks does not provide an additional boost in the recovery.

Putting money to work should follow a progression of priorities—needs, wants, wishes.