May Newsletter

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May Newsletter

This month we focused a lot of our time on current events and things happening in the economy. We also touched upon some items for those of you looking to buy or acquire a business. Check out the summaries of each item below and use the links to view the full content pages for topics most appealing to you.

Current Events & Economic Items

Ways to Protect Your Account from a Bank Run

May 10, 2023

Since the collapse of Silicon Valley Bank back in March, people have been concerned about the safety of their cash.

Read along as we briefly discuss what happened and ways you can protect your account from a bank run.

May 12, 2023

Make sure you are aware of your FDIC and SIPC insurance coverage amounts within your bank and investment accounts. The recent banking crisis seems to be persisting, so listen along in this video as we discuss some ways to protect your cash from any unforeseen circumstances.

The Debt Ceiling

May 17, 2023

All eyes are on the date of June 1st, when the U.S. government will hit its’ debt ceiling.

In our blog, The Financial Incline, we discuss what is the debt ceiling, how did we get here and what is the debate within Congress?

May 23, 2023

Listen along as we talk about what the debt ceiling is, how it impacts the economy and what that means for the stock market and investors.

What do Retail Sales tell us about the Economy?

May 24, 2023

The week of May 15th, major retailers in the U.S. reported earnings.

By listening to these earnings calls and reading the reports, we can observe some developing trends among U.S. consumers.

Read along for more details.

May 26, 2023

Listen along as we talk about current trend major retailers are seeing in their stores and what that means for the stock market and investors.

Business Owners & Entrepreneurs

Do Not Forget About CAPEX

May 3, 2023

If you are looking at purchasing or investing in a business, don’t forget to look at the capital expenditures, also known as CAPEX.

Read along as we discuss examples of CAPEX and how you can use them in your evaluation to get a more accurate picture of the business.


May 5, 2023

When evaluating a business to purchase or invest in do not forget about Capital Expenditures.

These can be forgotten about because they do not show up on a income statement due to their long term nature.

Acquiring a Business: Key Considerations

May 16, 2023

In this clip from a prior podcast episode, Billy Wersel provides great insight on key considerations for those looking to acquire a business.

Small Business Relief


May 25, 2023

The Board of County Commissioners, Hamilton County, Ohio has established the Hamilton County Small Business Relief program to provide grant funds to small businesses located in Hamilton County.

Eligible businesses are able to apply for up to $10,000 to be used for eligible expenses. These grants are designed for businesses that experienced a loss between 2019 and 2021. These losses must have been 15% or more when compared to gross/total income for 2019 and 2021. The window to apply for these grants opened on May 22nd and runs through 4pm on June 20th.

This link takes you to more information about the eligibility for the grants and the application process.



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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.

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