Five Charts for 2025

Published on December 16, 2024

This has been a year of market highs, puzzling signals, and a few head-scratching moments.

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Treasurers: Balancing Liquidity, Diversification, and Daily Demands

December 16, 2024
How a diversified liquidity strategy might help time-strapped corporate treasurers reduce vulnerabilities and improve adaptability in uncertain markets while maintaining access to cash.

Help Clients Save Money on Property and Casualty Insurance

December 16, 2024
Double-digit increases in rates are common. I’m definitely feeling the pain, as I suspect you are. So here are a few things I do to help my clients save some money.