Recent Insights
Legacy Planning for Entrepreneurs: Beyond the Business
For many entrepreneurs, their business is more than a source of income—it’s a reflection of their vision, values, and life’s work. As they approach succession or exit, the question becomes: what legacy will I leave behind?
Succession Planning for Family-Owned Businesses
Family-owned businesses are the backbone of many communities, representing generations of hard work, values, and legacy. Yet, succession planning within these enterprises can be uniquely complex. Balancing family dynamics, leadership transitions, and long-term business viability requires a thoughtful, strategic approach.
Key Considerations for Preserving Wealth During a Business Transition
A business transition—whether through sale, succession, or merger—can be one of the most financially significant events in an entrepreneur’s life. Preserving the value of that transition requires careful planning across multiple domains, including tax, legal, and investment strategy.
Bellwether’s Risk-Aware Approach to Business Succession
In the world of business succession, uncertainty is a constant. Whether transitioning leadership to a family member, selling to a third party, or preparing for a merger, business owners face a complex mix of financial, emotional, and operational challenges. At Bellwether Wealth, we understand that managing risk during these transitions is critical to preserving long-term value.
Front-Running Tariffs Distort GDP
However, companies did not sell the massive influx of imports, leaving some to accumulate in warehouses across the country. This surge in inventories contributed more than two percentage points to GDP. Why? Inventories act as a balancing figure—when they increase, it adds to GDP; when they decline, it detracts from GDP.
Tariffs On, Tariffs Off, Tariffs Back On (Sort of)
We analyze a range of economic and financial indicators through a focused perspective (a narrow lens), particularly regarding how sensitive matters may impact investors. This focused approach closely aligns with our expertise in financial advising and planning.
That leads us to this week's topic: tariffs. Our goal is to strip out the political angle and view the potential for new tariffs through the narrow lens of the market, i.e., investors.
Tariff Threat in Play
We analyze a range of economic and financial indicators through a focused perspective (a narrow lens), particularly regarding how sensitive matters may impact investors. This focused approach closely aligns with our expertise in financial advising and planning.
That leads us to this week's topic: tariffs. Our goal is to strip out the political angle and view the potential for new tariffs through the narrow lens of the market, i.e., investors.