Jonathan Rothstein

Are you looking for insights to help you navigate the current market climate? Join us on May 21 for a midyear update with Plante Moran Financial Advisors’ experts. #investorinsights

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While robust performance can lift a handful of S&P500 companies into the largest in the index, few have been able to sustain outperformance of the broad market indefinitely. Read our expert analysis. #economy #stockmarket

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It’s important to develop a comprehensive family office wealth management and financial strategy, and separate personal and business finances. Plante Moran Wealth Management Partner Brian Carter and Principal Mike King highlight best practices and emerging trends for running a well-functioning family office and family business. Read our article. https://bit.ly/4dTdg3L

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Make it easier for your business to live on with a solid succession plan. Read our thoughts on how a new or updated buy-sell agreement will help your business in the long term. #buysellagreement #successionplanning

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Make it easier for your business to live on with a solid succession plan. Read our thoughts on how a new or updated buy-sell agreement will help your business in the long term. #buysellagreement #successionplanning

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Commercial Bridge Loans are short-term (usually one to three years) loans advanced to cover the period between the termination of one loan and the start of another. For Chicago Commercial Real Estate Investors a Bridge loan can be used as a purchase loan, a Chicago fix and flip loan, or refinance loan - such as a multi-family property that is not stabilized. Learn more here ⬇️⬇️⬇️ https://bit.ly/3m38RAv

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Special commentary: Soft economic data fuels market correction. What does this mean for investors? Read our expert analysis. #economy #investors

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If you #import and have met with me, we have talked about the Greater Indianapolis Foreign Trade Zone, Inc. (INzone). Deferring, reducing or eliminating your #customsduties to manage cash flow is just one of the many benefits of this program. Great news #cfo...it is scalable to #middlemarket #manufacturing companies. Check out more details here: https://lnkd.in/deb-AFwN

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Given small-cap companies rely more heavily on floating rate debt, higher rates can have a disproportionate impact on interest costs as compared to large caps. Read what our experts have to say. #economy #investors #Fed

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