For business owners, there are many factors to consider and plan for. The following questions can help you organize your thoughts and prioritize your current needs in preparation for meeting with your financial planner.

Despite the severity of these events and the uncertain path forward, a historical stock market perspective is helpful.

Financial planning creates an overview of all areas of your finances — cash flow, investments, tax planning, insurance, retirement planning, and estate planning — in the context of your business to make sure they work together to pursue your goals.

Other than the historic volatility in gold and silver prices, the biggest news for markets in January may have been the nomination of Kevin Warsh as the next Federal Reserve (Fed) Chair. We anticipate a Warsh-led Fed will be able to steer the Federal Open Market Committee (FOMC) toward two rate cuts later this year, with help from easing inflation pressure. Remember, the Chair just gets one vote on the 12-member FOMC, so the health of the labor market and the path of inflatio