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5 Life Events That Demand Financial Planning

5 Life Events That Demand Financial Planning

by David C. Branch | Feb 7, 2022 | blog, David C. Branch, Finance

Many people make the mistake of failing to prepare for life changes because they don’t know that they should. Think about how the change, good or bad, will affect your finances. Even when your income increases or you receive a large sum of money, you must plan how to...
Technology Is Driving Investment In The Younger Generation

Technology Is Driving Investment In The Younger Generation

by David C. Branch | Feb 7, 2022 | blog, David C. Branch, Finance

A new type of investor has entered the market. These new investors are young adults, and they incorporate technology into almost every facet of their lives. The rise of this new generation and advancements in technology has made this generation invest considerable...
A Look Back at the Top Mergers of 2021

A Look Back at the Top Mergers of 2021

by David C. Branch | Jan 12, 2022 | blog, David C. Branch, Finance

2021 saw some of the biggest names in healthcare and technology complete big-ticket merger deals. This includes A-lost names like Microsoft and Oracle to AthenaHealth and Kantar Health. Oracle Gets Cerner This was Oracle’s most significant buy ever. Wall Street...
Taking on a Company’s Debt During a Merger

Taking on a Company’s Debt During a Merger

by David C. Branch | Jan 10, 2022 | blog, David C. Branch, Finance

Amid a global pandemic, the economy continues to struggle toward a rebound. Companies across multiple fields and industry have been struck by the financial and structural complications. Abrupt workforce changes, supply chain issues, and sales decline put many...
How to Set Up a Debt Schedule That Makes Sense for You

How to Set Up a Debt Schedule That Makes Sense for You

by David C. Branch | Dec 21, 2021 | blog, David C. Branch, Finance

Tackling your debt is a goal that can seem impossible to reach, but there are always options for getting debt-free. The first step you will have to take is to assess your debt by creating a list of debts, interest rates, and minimum required monthly payments. This...
When To See An Accountant About Your Finances

When To See An Accountant About Your Finances

by David C. Branch | Nov 22, 2021 | blog, David C. Branch, Finance

Most people do not feel the need to have a personal accountant. Middle-class households generally believe that accountants are only for wealthy families and big corporations. Others assume that they are well educated enough to figure out their own finances. While most...
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