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96 results from “business”

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Weekly Strategy Perspectives - Seeking Sanity in a World Gone Delulu

Week Ending 08-29-2025. The Through Line: In what would normally be a quiet march toward a late summer holiday weekend, the (headline) hits just keep…

CAROL SCHLEIF, CFA, FSA
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Why you need to include your digital assets in your estate plan

When Canadian resident Carol Ann Noble’s husband passed away in 2016, she found herself embroiled in a court battle with Apple®, according to a CBC n…

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Beyond the Portfolio - Stagflation: Risk or Reality?

In this episode, recorded on 08-11-2025, we're tackling a topic that has re-emerged in the economic conversation, stagflation. It's a word that bring…

MICHAEL MIRANDA, CFA®
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From Start Up to Scale Up: Capital Strategies for Every Stage

Raising capital is one of the most important aspects of launching and scaling a successful business. While there are many potential sources of fundi…

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Breaking down the impacts of the One Big Beautiful Bill

On July 4, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act” (H.R.1), While over 900 pages, the following summary address…

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Smart decisions for complex finances: What every successful executive needs to consider

Key considerations and opportunities for founders, early adopters, and C-suite executives: Executives often have greater potential and opportunity to…

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Protecting Your Legacy: Why Early Transition Planning Matters

For entrepreneurs who love running their businesses and intend to do so for a long time, succession planning can feel like a distant or irrelevant …

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Cyber attacks increasingly target small business

Many issues can keep a small business owner up at night, but one threat near the top of the list is a cyber attack. According to a 2024 report by the…

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5 Dynamics in family business: Conflict resolution strategies that impact longevity

Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…

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Weekly Strategy Perspectives - Fed Independence Under Fire?

Week ending 04-25-2025. Guests: Michael Gregory, Deputy Chief Economist, BMO Capital Markets / Sal Guatieri, Senior Economist, BMO Capital Markets…

CAROL SCHLEIF, CFA, FSA