Why I’m Not Celebrating This Market (Yet)
The Prosperity Briefing Keeping You Informed And Ahead Why I’m Not Celebrating This Market (Yet) The S&P 500 just finished three straight years of double-digit gains: 26.3% in 2023, 25% in 2024, 17.9% in 2025. That’s on the heels of 2022, when stocks and long-term bonds both lost more than 20%. Streaks like this are […]
Protecting More Than a Lake House
The Prosperity Briefing Keeping You Informed And Ahead Protecting More Than a Lake House A Business, a Lake House, and a Fifty-Year Plan A client recently told me about the past Fourth of July his family celebrated at their lake house. Three generations were together. His grandchildren were cannonballing off the dock, his daughter-in-law was […]
The Strait of Hormuz and Your Medical Practice
The Prosperity Briefing Keeping You Informed And Ahead What the Strait of HormuzReopening Means for Your Medical Practice Oil prices. Financing costs. Practice valuations. Here’s how the de-escalation in the Middle East is starting to reshape the numbers behind your medical practice and what’s still unresolved. Three weeks ago, when we first wrote about the Middle […]
What the Middle East Crisis Means for Your Money
The Prosperity Briefing Keeping You Informed And Ahead What The Middle East Crisis Means For Your Money Oil Prices. Market Swings. Rising Costs. Here’s how to protect your wealth when the world feels unpredictable. Four months ago, I paid just under $3 for a gallon of gas. Yesterday, I paid $4.39. The Strait of Hormuz […]
How to Make Your Business More Valuable Before a Sale
The Prosperity Briefing Keeping You Informed And Ahead How to Make Your Business More Valuable Before a Sale What Buyers Are Actually Paying For What Buyers Actually Pay For Business owners preparing for a sale often focus on revenue growth, but buyers evaluate something quite different. Business valuation is driven by predictability, risk, and the […]
Hidden Tax Traps and How to Plan Around Them
The Prosperity Briefing Keeping You Informed And Ahead Hidden Tax Traps And How to Plan Around Them Where Tax Problems Commonly Arise Most costly tax mistakes happen during predictable transitions. 1. Business Sales When selling a business, owners often focus on price and deal terms but overlook how the transaction is taxed. How the proceeds […]
Why Cash Flow Forecasting Can Make or Break Your Business
The Prosperity Briefing Keeping You Informed And Ahead Why Cash Flow Forecasting Can Make Or Break Your Business Businesses don’t fail because they lack cash. They fail because they don’t manage the flow of their cash. There is a critical difference between having money and having money when you need it. That gap — between […]