It’s 2024, and another election cycle is in full swing. Elections can make investors nervous – but should they? The economy, as usual, is a major part of election discussions, as jobs, taxes, and even the balances of investors’ 401k investments are brought into...
Author Article Archive
By Jim Bruner, CFP®, MPAS®, CPWA®, CEPA®
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Thinking About Selling Your Business?
This past year saw the closure of several businesses in the Coachella Valley and the sales of others. Some, such as The Miramonte Resort and Spa in Indian Wells (bought by Lowe), and Riviera Palm Springs (as Margaritaville Resort Palm Springs), are reopening under...
Planning Towards a Smooth Transition
As a business owner, you’ve worked hard to build your business. But what about the day when you might want to walk away from it all?
2020 M&A Surprise Creates 2021 Opportunity
In what may be a surprise to business owners and entrepreneurs, merger and acquisition (M&A) activity in 2020 didn’t ultimately prove to be as weak as what many might have predicted at the start of the ..

