Oct 27, 2022
3rd Quarter Market Commentary
We began our previous market review in July, pointing out that stocks and bonds posted losses for the second time in 40 years for two […]
Oct 11, 2022
Are You Getting Too Much Good Advice?
By Kendra Reilly, CFP®, CIMA®, CEPA® There’s a financial professional for everything you can imagine: retirement, taxes, insurance, real estate, investments, estate planning, and more. […]
Sep 28, 2022
Top 3 Factors That Stall Succession Planning in Family Businesses
By Brian Baum, CEPA®, CFP® Many of our clients have built their companies from the ground up. Understandably, it can be hard to let go. […]
Sep 20, 2022
What Are You Receiving for the Fees You Pay?
Over my 42 years, the financial industry has evolved into a fee-based model. I was an early adopter and I applaud the transition because it […]
Sep 12, 2022
Are You Ready for the Largest Financial Transaction of Your Life? Answer These 10 Questions to Find Out!
By Ahmie Baum, CFP® CFBA Choosing to run a business is not for the faint of heart. And it’s not only work—it’s personal. Your business […]
Aug 30, 2022
Market Update August 2022
Markets have struggled with their worst start to a year in decades. Stocks officially fell into the bear market territory, and bonds did little to […]
Aug 17, 2022
5 Keys to Preparing the Next Generation to Receive Wealth
By Ahmie Baum, CFP® CFBA Passing wealth to the next generation is about more than just estate planning. Yes, making sure you have the proper […]
Jul 20, 2022
5 Reasons to Keep the Business in the Family: Part 2
By Brian Baum, CEPA®, CFP® There comes a time when every family-owned business must either pass to the next generation or be sold to someone […]
Jun 15, 2022
Bear Market Playbook (Video)
Learn how Interchange Capital Partners handles a Bear Market and what you could be doing.