By Ahmie Baum, CFP® CFBA As a business owner, you face a myriad of complex challenges as you navigate the 4 interchanges between yourself, your […]

By Ahmie Baum, CFP® CFBA Growth is always a good thing, especially when it means expanding your business and the services you can provide to […]

By Brian Baum, CEPA®, CFP® Running a family-owned business is an incredibly difficult task. You have to create and grow a valuable service, manage employees, […]

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 […]