May Newsletter

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2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a rocky start. Bond investors have not fared much better as rising interest rates have pushed down bond prices. Bond losses have made the stock market volatility feel even worse than usual. Markets don’t like uncertainty but it’s getting a healthy dose of it this year, dealing with high inflation, tighter Federal Reserve monetary policy, COVID-19 shutdowns in China, and snarling global supply chains, all while the war in Ukraine continues. Continue reading here.

Inflation, defined as the increase in the average price level of all goods and services, is often caused by changes in supply and demand on a broad scale. Read on here.

High turnover of employees often presents a serious problem for many small businesses. Limited budgets generally cannot provide the financial incentives needed to recruit and retain high achievers. As a small business owner, how can?you?compete for qualified employees when money?is?an object? Learn more.

No matter how successful your family business is today, at some point in the future, its ownership may need to change hands. Without a business succession plan, this transition can be fraught with hurt feelings, internal strife and dysfunction, and financial inefficiencies. What should a family business succession plan include, and how can you get started? Learn here.

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