

Weekly Factor Returns
A look at what factors influenced the market last week
The week ended March 4th, 2022, saw equity indices decline. The Russell 1000 ...

Brian
Mar 7, 2022


Successful Succession Planning
Only 28% of family businesses have a succession plan
Small business owners are vital to our economy. They create jobs, innovate, add ...

Brian
Mar 3, 2022


Weekly Factor Returns
A look at what factors influenced the market last week
The Russell 1000 and 2000 each rose last week. Factor returns were not extreme ...

Brian
Feb 28, 2022


Walk in Your Shoes
I walk a mile in your shoes
And now I'm a mile away
And I've got your shoes
- Kings of Leon, "Comeback Story"
The above verse ...

Brian
Feb 24, 2022


Weekly Factor Returns
A look at what factors influenced the market last week Large and small cap stock indices declined last week. The Russell 1000 lost 1.66%...
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Brian Harvey
Feb 22, 2022


Financial Doctor
Advice for physical and financial health - don't wait until there is a problem before seeking help. The parallel is they both need to ...

Brian
Feb 17, 2022


Weekly Factor Returns
A look at what factors influenced the market last week
The Russell 2000 declined 1.56% while the Russell 2000 gained 1.42% for the week ...

Brian
Feb 14, 2022


Mike vs. Monte
"Everybody has a plan 'till they get punched in the mouth."
Mike Tyson’s cogent remark applies to financial planning as well. We all ...

Brian
Feb 10, 2022


Weekly Factor Returns
A look at what factors influenced the market last week
The Russell 1000 and Russell 2000 each gained 1.74% last week. Factor returns ...

Brian
Feb 7, 2022


Small Business, Big Needs
Owning a small business has its rewards, but increases the need for financial planning
The last two years showed us the importance and ...
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Brian Harvey
Feb 3, 2022
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