Small-business owners have unique financial challenges. Is your advisor prepared to meet them? The number of small businesses in the United States total 33.3 million and comprise 99.9% of all U.S. businesses.1 Despite that, small-business owners, particularly baby boomers who own 51% of privately held businesses,2 can lack the financial guidance they need.
Risk awareness and diversification 2.0 taking root
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook,...
