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Is AI The Next Big Thing In The Markets? We recently asked SYM’s Chief Investment Officer Andy Popenfoose this question. This is a paraphrase of what he shared.  Catch his exact words in the video above. AI is a major force in the economy. AI is a major force in the economy. I have been following the developments of artificial intelligence for a long time. What we have witnessed in the last few quarters is that AI is not only a scientific field,

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Bridging the Gap: How Matt Roskuski Helps Companies Work as One

Owner of Status Go Consulting, Matt Roskuski, has over two decades of executive-level sales and marketing experience. He has worked for organizations of all sizes, from small privately-owned companies to global giants. His experience spans a diverse collection of industries including technology, telecommunications, manufacturing, consumer products, ecommerce and healthcare.   Matt’s a native of Ft. Wayne and has a degree in Management from Purdue – West Lafayette. Early in his career, he spent nine years

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Want to Sell Your Business? Critical Steps to Exit Planning Revealed with Gordon Bell

Gordon Bell is the Founder and CEO of The Midland Group, a business advisory firm based in Fort Wayne, Indiana. Founded in 1991, The Midland Group has advised clients – both national and international with revenues ranging from $10 million to $5 billion – across a range of industries: manufacturing, distribution, service, and retail. The Midland Group, along with its strategic alliance partners, offers advisory services in Leadership Development, Succession Contingency Planning, Sales and Marketing,

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5 Estate Tax Mitigation Techniques You Should Consider

The Tax Cuts and Jobs Act In 2017, The Tax Cuts and Jobs Act doubled the amount that someone could pass to their heirs without incurring Federal estate tax. As a result, many families have enjoyed relief from the federal estate tax. In 2023, an individual can pass just under $13 million ($26 million for a couple) to their heirs without getting hit by the 40% federal estate tax. There is an important caveat note,

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