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• Succession Planning: If You Don’t Uncover the Skeletons in Your Closet, Your Buyer Will

  Starting the preparations to sell your business is never easy. Selling or buying a business comes with mixed emotions and hard decisions. There are a lot of variables to consider. One action item to discuss early is the process of due diligence. In order for you to attract a buyer to your company, you must engage in the pre-sale due diligence process well before your anticipated departure date.

• Bonds Beckon with Higher Yields

  In this week’ Wealth Insights article, Brian Schaefer writes about how with recent higher yields, there are new opportunities now for fixed income investors and those who need to rebalance their portfolios following another strong year for equities.

• 10 Holiday Budgeting Tips That’ll Help You Save

   Looking to stretch your dollars further this holiday season? Implement these holiday budgeting strategies to make the most of your finances.

• Mortgage Pre-Approval: Everything You Need to Know

  Obtaining a mortgage-preapproval is crucial for prospective homebuyers. Learn the four simple steps of the mortgage pre-approval process, along with answers to your homebuying questions.

• Selling Your Home? 10 Financial Considerations Every Seller Should Know

  Selling your home? Discover the essential considerations and tips to ensure a smooth transition.

• Stocks Back to Breakeven and Why We Don’t Day (or Night) Trade

  As the old homage goes, “time in the market is more important than timing the market.” In this week’s Wealth Insights article, Drake Dorfner and Jason Herried explain how markets quickly price in new information—even during after-hours trading. We don't day (or night) trade, including during periods of heightened volatility.

• What Each Olympian Teaches Us About Planning and Behavioral Economics

  As the world turns its eyes to Milan for the 2026 Winter Olympics, Joe Maier, JD shares some of the investment and financial planning lessons that we can learn from past Olympians in this week’s Wealth Insights article.

• 10 Topics to Know for Financial Literacy

  Financial literacy is an important topic we all should be informed about. In talking with a particular client, we’ve written this article from the vantage point of a concerned son and parent.

• Investing 101: A Starter Guide for Young Professionals

  Master the basics of investing 101 with our comprehensive guide. Learn essential tips and insights to start your investment journey today.

• How to Merge Finances After Marriage: A Guide for Couples

  Read this step-by-step guide on how to merge finances after marriage. Learn practical tips to build a strong and secure financial future together.