The Ball and Bruschi Wealth Management Team
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.
A valuation can help you improve operations today, as well as help you prepare for a future sale.
A more complex equity landscape and the potential for Fed policy shifts mean investors will need to be nimble in 2025.