A good Q1 review does not need to be complicated. The goal is the opposite: get clear on where the business stands, understand what the next 90 days may demand, and decide what should stay liquid versus what can be put to work more strategically. Here are 5 areas worth reviewing before moving deeper into 2026.
Our annual market review shows that 2025 delivered one of the most resilient economic outcomes imaginable, given the policy shocks introduced early in the year, including trade-war concerns, immigration crackdowns, and shifting political dynamics. Despite all of this, markets responded to uncertain conditions with remarkable composure.
Meaningful losses feel as real at $10 million as they do at $1 million. Wealth may increase your capacity to withstand volatility, but it doesn’t automatically raise your comfort level with it. In many cases, it does the opposite: once you’ve built something substantial, the fear of going backward can become even more intense.
Grey Ledge Advisors (GLA), a wholly owned subsidiary of Ascend Bank, is pleased to announce the appointment of Michael Schulitz, CAIA, CFP®, as President. Michael joins GLA as the firm continues its strong trajectory of growth and commitment to delivering an exceptional client experience.
Many small business owners wonder if their company is financially and organizationally ready to offer a retirement plan. It’s an important decision that involves weighing your business’s financial health, the needs of your workforce, available plans, and how to sustain the plan longterm.
Estate planning is about stewardship — aligning money with meaning so family, causes, and commitments are cared for long after you’re gone. Planning determines how much of that supports your intent versus getting lost to taxes, delays, and disputes.
Divorce is as much a financial transition as it is a personal one. The goal is not to make reactive decisions but to thoughtfully update your financial framework. This guide outlines the key considerations for refreshing your savings, investment approach, and retirement planning after a divorce while keeping tax rules, account…
Throughout your life, you’ve worked hard to pay bills, put food on the table, and secure your family’s future. Still, questions linger: Am I saving enough? Are my investments well-allocated? How should my strategies change as retirement approaches?
When the markets entered 2025, they were riding a wave of euphoria, a veritable sugar high born from the 2024 election results. The new administration, with its tagline of being the “Most Business-Friendly” in history, sparked a significant rally. We, however, remained upbeat but professionally skeptical.
Building wealth is rarely about timing the market or chasing trends. Instead, it’s about structure, clarity, and purpose. By better understanding investment types, you are better equipped to make decisions that support your long-term goals.
Self-employment means juggling everything: income, expenses, taxes, and growth. Retirement planning shouldn’t be another burden.
Your tax season can get easier if you utilize tax optimization in your investments, which can save you money and potentially create stronger growth in your assets.