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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Notable Takeaways From the Fed Decision

Here's our quick perspective now that the Fed cut rates by a quarter point.

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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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When Tailwinds become Headwinds

Earnings growth slows dramatically, margin pressures build, tighter monetary policy and sector and stock selection will continue to focus on industries and companies that should perform well late in this cycle.

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