The Right Age to Claim Social Security: Key Considerations

The Right Age to Claim Social Security: Key Considerations

One of individuals’ most significant financial decisions as they approach retirement is determining when to start receiving Social Security benefits. For financial planners advising clients, the decision to claim benefits early, at full retirement age, or even...
The CFO’s Role in Talent Retention

The CFO’s Role in Talent Retention

CFOs face a unique set of challenges when it comes to talent retention in today’s environment. Despite economic volatility, the competition for skilled professionals, particularly in finance and technology, remains high. While controlling costs is always a...
Book Review: The Intelligent Investor Rev Ed

Book Review: The Intelligent Investor Rev Ed

Written by: Benjamin Graham (Author), Jason Zweig (Author), Warren E. Buffett (Collaborator) Published: February 21, 2006 The Intelligent Investor is widely regarded as the bible of value investing and remains a must-read for financial professionals decades after its...
Recent Trends and Highlights in Mergers and Acquisitions

Recent Trends and Highlights in Mergers and Acquisitions

In 2023, the global landscape of mergers and acquisitions (M&A) has continued to evolve, shaped by a complex interplay of economic, geopolitical, and technological factors. After intense activity and record-breaking deals, the M&A space is witnessing new...