In the 1Q 2018 issue of our quarterly publication, we: Explore how variable rate demand notes (VRDNs)—a type of municipal bond—may have the potential to perk up a bland fixed income diet and are an important part of a well-balanced portfolio. Look back on municipal bond market performance and supply/demand in 1Q. Provide a round-up
May 2, 2018—As of May 1, the U.S. economy has entered the second-longest economic expansion in its history (tied with the expansion of 1961–1969). Though “expansions don’t die of old age,” this new milestone will likely keep markets on edge watching for signs of a peak in the economic cycle. One of the key indicators
Busting the four myths of business transition planning Key points Planning for business transition doesn’t mean giving up control of your company. Transition planning isn’t a distraction, it’s another component of protecting and strengthening the legacy you’ve built. As a business owner, you owe it to yourself, your family, employees, and customers to plan ahead.