Insights & News

Beyond the Deal: The Emotional and Behavioral Realities of Selling a Business

Selling a business is often framed as a financial milestone, a liquidity event that rewards years or decades of effort. For established business owners, that framing is incomplete. The emotional and behavioral aspects of selling…

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Markets Brace for Tech Shift and a Potential Fed Rate Hike

Investors are repositioning as two major forces reshape the market outlook. Gina Martin Adams, Chief Market Strategist at HB Wealth, recently spoke with Reuters to discuss in two short videos. Gina says a wave of…

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Gina Martin Adams on Tech, Oil, and Rate-Hike Risk

Gina Martin Adams, Chief Market Strategist, spoke with Jim Puplava in a recent episode of the “Financial Sense” podcast. In the episode, Gina outlines why markets often weaken in summer and says that this year…

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Fun in the Sun Without Coming Undone: Managing Summer Toys, Travel, and Risk

By: HB Wealth, featuring insights from Timothy M. Tallach, J.D., CPA, Director of Advanced Tax…

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Tech’s Inflation Paradox: Fueling Growth While Raising Costs

Tech’s market surge is powering economic growth, but it comes at a price. As Gina…

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Nine-Stage Business Owner Transition & Exit Planning Roadmap

Business owner pre-sale planning is most effective when it begins well before a transaction is…

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Brad Glover on Rising Prices and Interest Rates

As costs continue to rise across food, fuel, and basic goods, FOX 13 Tampa Bay…

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The Updated Retirement Plan Menu of the Self-Employed (and Those That Work for Them)

When a typical employee starts a job, they are usually offered a pre-set menu of…

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Earnings, AI, and the New Market Playbook

Chief Market Strategist Gina Martin Adams joined CNBC’s Morning Call to explore how powerful earnings…

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Two women are shown in a split-screen news broadcast. The left side shows an anchor in a newsroom with monitors behind her, while the right side shows a smiling woman with a blue background labeled Schwab Chief Mar. The headline reads MORNING MOVERS.

Crude Volatility, Tech Fatigue, and the Case for Small Caps

Chief Market Strategist Gina Martin Adams joined Schwab Network’s “Morning Movers” segment to discuss crude…

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A group of students walk across a grassy quad toward a large, domed building with columns, surrounded by trees, on a university campus.

Your Child Got Into College. Now What? How to Use Your 529 Plan

The acceptance letter is on the fridge, the sweatshirt is ordered, and the excitement is…

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A woman with curly hair and a light blouse speaks on a TV show. The screen displays the text Small money habits that can improve your finances along with the ANF logo and the time and temperature at the bottom. Lush green plants are in the background.

Cindy Wilson Talks Smart Money Habits During Financial Literacy Month

Senior Wealth Advisor Cindy Wilson spoke with Karli Barnett on Atlanta News First’s “Getting By…

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Two business professionals walk on a modern rooftop terrace with city buildings in the background. The woman is holding a tablet and talking, while the man listens attentively. Both are dressed in business attire.

Business Owner Pre-Sale Planning: Exit Planning Strategies to Maximize Business Value

For established business owners, business owner pre-sale planning is not simply about preparing to sell…

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A man in a suit smiles beside text reading: Economic and Market Perspective: Can Corporate Earnings Withstand The Oil Price Spike? with his name, Ross Bramwell, CFA, and HB Wealth branding.

Can Corporate Earnings Withstand the Oil Price Spike?

For the second consecutive year, both stocks and bonds are facing a difficult market environment….

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A woman with long brown hair wearing a burgundy blazer speaks on a CNBC news segment. The headline reads, Novo Nordisk partners with OpenAI. The CNBC+ logo appears at the bottom right.

AI Strengthens Corporate Margins as Investors Navigate Oil Shock Jitters

Gina Martin Adams, Chief Market Strategist, joined other industry experts on CNBC’s The Morning Call…

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