Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.
A valuation can help you improve operations today, as well as help you prepare for a future sale.
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.