We’re changing our look, with a new logo, tagline and website, to better reflect who we are, what we do for clients, and how we do it. Providing clients with information and education has always been part of our mission, and now that process is presented in a crisper, cleaner and more up-to-date format, which […]

This quarter, we’d like to focus a bit on the growing incidents of cyber fraud, and some of the steps you can take to minimize problems in this area. Also featured is an updated chart on the Median Price/Earnings Ratio of the S&P 500, along with a reminder about market predictions. Finally, there’s the usual […]

Steve Medland was a guest expert on Exit Coach Radio and discussed the challenges and opportunities that the Millionaire Next Door faces. ExitCoachRadio.com was founded by Bill Black, a Certified Exit Planner who has been helping business owners plan for their Succession and Business Exit for over 30 years. To listen to Steve Medland’s interview, […]