By Laurie Zola We’re pleased to announce that Interchange Capital Partners is growing! As we continue to serve our client’s increasingly complex financial needs and provide […]

Are you looking to maximize the value of your business while achieving your family’s goals? If so, do you want to do it yourself, or […]

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 […]

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. […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]