Details on the CARES Act, Helpful Information, and Next Steps

The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed effective April 2, 2020 aims to address economic and industry impacts of the COVID-19 pandemic. We outline the key provisions and potential impacts.

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President and Congress Hash Out Second Coronavirus Relief Package

This passage requires most small- and medium-sized size businesses to provide temporary paid family medical leave and sick pay. We provide a brief analysis of the latest legislation.

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What a Difference a Year Makes

Despite having its challenges, 2019 was extremely kind to equity investors. When we take a step back and think about the year, it is a stern reminder not to get caught up in the over-sensationalized media and concentrate on company and industry specific fundamentals.

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Helping Potential Partners Deal With Millennial Debt

How do CFOs of professional services firms ensure millennials possess the financial wherewithal to buy into the partnership when it's time for the next generation to assume the reins?

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It's All in the Presentation

For the last year, the two headed monster of Fed policy and Chinese trade tensions have captivated the markets. As we look ahead to the remainder of the year, where's the opportunity?

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Will the Fed Keep Spiking the Punchbowl?

The U.S. is officially in its longest expansion on record, breaking the previous record of 120 months that ended in March 2001. While it is the longest, it is also one of the weakest.

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The Best of Both Worlds

2019 has given (almost) all investors a reason to smile – but can it continue?

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Optimism Amid Trepidation

Solid US economic data and recent positive China Purchasing Managers Index keep us optimistic US Equities will trend higher, albeit at lower annualized returns than the past decade. Within equity sectors, we are most bullish on technology and healthcare. We believe communication services, financials, and REITs are the least attractive sectors.

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Managing Cash Flow for Privately Held Businesses in the Wake of the Trade War

While the effects of a trade war can be hard to predict, business owners managing their cash flow do have options. Working with trusted financial partners while watching what competitors do may provide a path for successfully navigating tariffs.

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