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A Perspective on the Recent Market Instability

*This email was shared with Clients and Friends of the Firm on Thursday, December 27, 2018. I hope you had a wonderful few days celebrating the holiday.  We have obviously been watching the markets closely these past few weeks and while many recent headlines have been discouraging, we want to […]

A Recent Appearance on “The Voice of Business”

Last Friday, July 20, Rick joined John King for a conversation about the Family Business Project on “The Voice of Business.”  Sitting alongside Rick was Steve Vesey, founder of the Business Legacy Strategies, inc.  In this 30 minute clip, they addressed some of the various challenges small business owners face […]

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