Month: March 2019

Family Business Decision Making

March 27, 2019 / in Planning / by Dennis Morton

I had the opportunity to write for the most recent edition of Family Business Magazine on how financial planning for each member of a family business can help bring clarity to strategic decisions. Clarity on the personal impact of decisions is critical for closely held businesses. Developing Confidence and Clarity in Family Business Decision Making […]

Making Decisions Based on Past Performance

March 15, 2019 / in Investing / by Dennis Morton

The first decade of the 21st century has been called a “Lost Decade” for investors. During that time, the U.S. stock market went through two bear markets before ending up flat for a ten-year period. This month marks the anniversary of a robust rebound. A regression to the mean known as a “Found Decade.” In […]