Aspiriant's national director of investment advisory weighs in on considerations for founders exiting their companies and new trends in wealth management.
Emerson offers insight into key legislative issues, the midterm elections, and how a shift in control of the House could impact the congressional agenda.
Two key bills recently passed through the House Financial Services Committee, and the SEC chairman clarified that agency staff guidance is not binding.
Favorable market conditions suggest now might be the time for middle-market owners to consider a liquidity event rather than deferring the decision to sell.