March 26, 2023 | Jay Kilgannon
Learn more about family businesses, business families, and some of the common financial challenges and opportunities they encounter.
Learn more about financial planning for business owners, partnerships and corporate structure, succession planning, and more.
Get acquainted with Jay Kilgannon and our team’s unique approach to wealth management.
Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.