All COVID-19 Content

2Q 2021 Business Owners’ Outlook: The Rush to Retire

My Business

Our latest Business Owners’ Outlook reveals increased trend to sell.Nearly a year into the COVID-19 pandemic that has devastated our country and economy, business owners are feeling the effects—for better or worse—and taking action.Many business owners are experiencing burnout and exhaustion, resulting in a high percentage moving to retire earlier or looking to sell their companies.

Read More...


Capital Perspectives April 2021

Tony Roth and Steve Norcini |
Investment Management
Capital Perspectives

In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he reveals how the 2020 recession and ongoing recovery differ from past experience, our overall optimistic view of the U.S. and global economic trajectories, and where we see potential risks and opportunities.

Read More...