It’s a common question we get as financial professionals: what are the financial advantages of getting married? When two people decide to tie the knot, it’s often seen as the start of a new chapter filled with love, partnership, and shared dreams. However, marriage can have a big impact on a couple’s financial situation, especially […]
So far, it’s been a relatively good year for investors. Despite a brief correction in late July and early August, many sectors have performed well, with the tech industry continuing to lead the way. Now, with the Federal Reserve poised to lower interest rates, the outlook for bonds and bond funds over the next 12 […]
As Warren Buffet wisely said, “Rule No. 1, Never lose money. Rule No. 2: Never forget rule No.1.” Yet, as careful as we may try to be, it’s surprisingly easy to lose track of our hard-earned money. In fact, Americans misplace billions of dollars each year simply by switching jobs to financial institutions and leaving […]
Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their […]
In this episode of “Meet the Expert with Elliot Kallen,” we dive into the niche world of sports facility management with Jason Clement, CEO of Sports Facilities Companies. Discover how Jason’s company builds and manages sports complexes that drive economic growth and community engagement. We also explore the vital role sports play in youth development, […]
The American dream of a long, fulfilling retirement is becoming a reality for more people than ever before. As people are more aware of investment and saving, they are building their retirement portfolios stronger than ever. With increasing life expectancy—the US Census Bureau reports a growing number of Americans reaching their 90s and beyond—ensuring your […]
There is no question that the U.S. economy is beginning to slow down. I pride myself on being an observer of many things around me. I’ve noticed that restaurants are emptying and have available tables at lunch and dinner when last year it was almost impossible to get a quick reservation. At Peet’s Coffee yesterday, […]
According to a 2019 Charles Schwab survey, about 59% of Americans considered themselves savers. However, more recent studies show that around 63% of people in the same demographic live paycheck to paycheck. When you’re just starting out, it can feel like your paychecks barely cover rent, utility bills, debt payments, and groceries. However, during inflationary […]
In this episode of “Meet the Expert,” host Elliot Kallen sits down with Fred Carey, the CEO of Idea Pros. Fred shares his experience of starting multitudes of companies and guiding new entrepreneurs. They discuss the phases of entrepreneurship, the importance of innovation, the role of perseverance, balancing life and business, and planning for the […]
We are all aware of the 4th of July when we celebrate American Independence, the Declaration of Independence, the Bill of Rights, and the inspiring phrase, “Life, Liberty and the Pursuit of Happiness.” This phrase is one of the cornerstones of our daily lives here in this great Republic. Travel around the world, and you’ll […]
