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Office Hours
Office Hours

Is the Market in a Bubble?

October 1, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses whether or not the market is in a bubble.
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Office Hours
Office Hours

AI’s Potential to Fuel Earnings Growth

October 1, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses AI's potential to fuel earnings growth.
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Office Hours
Office Hours

Tariffs In Action

April 4, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses the market's reaction to the “Liberation Day” tariffs and what might happen next.
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Office Hours
Office Hours

Stock Sales vs. Asset Sales

January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.
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Office Hours
Office Hours

The Tax Benefits of Qualified Small Business Stock

January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz breaks down IRS Section 1202, Qualified Small Business Stock, and shares the five specific requirements for eligibility.
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Office Hours
Office Hours

How the Market Values a Business

January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz shares how the market values a business, and how you can help business owners understand the worth of their company.
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