Financial Insights
& Gardey Newsletters

The Importance of Quarterly Financial Reviews—Tips for Businesses

How Much Should You Spend on Marketing? A Comprehensive Guide for Business Owners including tips to consider when determining your business marketing budget.

Did you know that email marketing has one of the highest rates of return (ROI) on digital marketing investments for business owners? According to a 2020 study by Litmus, the median ROI for email marketing is 42:1. In other words, for every dollar spent on email marketing, the average return is $42. That’s why building an email list has become so essential for business owners.

Recent news of a potential impending recession has cast a spotlight on a key measure of the country's economic health—Gross Domestic Product or GDP. Economists use the GDP number to gauge whether the economy is growing or shrinking, which makes it a vital decision-making tool for investors, business leaders, and policymakers.

Jonathan M. Gardey, MBA, CFA®, CFP® President and Chief Executive Officer Why Setting Up Two-Factor Authentication is One of the Top Financial Moves for Business Owners As financial advisors, we dole out financial advice daily. But sometimes, that advice has nothing to do with stocks and portfolios. A sound financial plan includes several items that…

How to Set Self-Priorities as a Business Owner

For Business Owners: 5 Ways to Regain Your Time

Unique Challenges of a Family Business

Why Small Businesses Should Add Cybersecurity Coverage

Should a Small Business Offer a Retirement Plan for Their Employees?