Enterprise Plan Exclusive

52-Week Planning Calendar

Every week focuses on market insights and financial planning topics that drive client meetings and deepen relationships

Weekly Market Insights & Strategic Planning

WeekTopicClient TakeawayMeeting Driver
Nov 10, 2025Economic Pulse CheckInsights on inflation, rates, and sector shifts.Let's review how these shifts could impact your investment positioning.
Nov 17, 2025Markets in FocusHighlights recent trends in risk and opportunity.We'll identify tactical opportunities or rebalance if needed.
Nov 24, 2025Weekly Market DigestMacro review of markets, bonds, and commodities.Let's align your allocation to upcoming macro shifts.
Dec 1, 2025Understanding the Value of Your BusinessWhy valuation timing matters.Let's run a baseline valuation to anchor future planning.
Dec 8, 2025Investor Sentiment SnapshotTracks volatility and fund flows.We'll check your portfolio's risk exposure.
Dec 15, 2025Capital Markets BriefRecap of labor data, earnings, and GDP.Let's see how this impacts your equity exposure.
Dec 22, 2025Global Market WatchWorldwide economic outlook.Let's recheck domestic vs. international weighting.
Dec 29, 2025The Exit WindowIdentifying your timeline: 3, 5, or 10 years.We'll define your exit horizon and build a path.
Jan 5, 2026Investment Landscape UpdateEarly year trends and Fed expectations.Let's adjust for what 2026 may bring.
Jan 12, 2026Equity & Bond Market RecapKey behaviors across asset classes.We'll rebalance with updated data.
Jan 19, 2026Macro MoversGDP, rates, and consumer health.Let's evaluate your positioning strategy.
Jan 26, 2026Preparing for Due DiligenceWhat buyers look for in financials and systems.We'll walk through a readiness checklist.
Feb 2, 2026Weekly Market RundownCorporate earnings and valuations.We'll align holdings to market fundamentals.
Feb 9, 2026Risk RadarRisks and shocks to prepare for.Let's confirm your plan's downside protection.
Feb 16, 2026Markets & MoneyPositioning your portfolio for current momentum.Let's fine-tune your 2026 strategy.
Feb 23, 2026Liquidity Without LeavingRecaps, ESOPs, and partial exits.Let's assess non-sale liquidity options.
Mar 2, 2026Real-Time Market PulseFed signals and labor trends.Let's adjust short-term strategy.
Mar 9, 2026Sector SpotlightLeading vs lagging industries.We'll review your sector allocation.
Mar 16, 2026Yield Curve WatchRate sensitivity and bond signals.Let's revisit fixed income positioning.
Mar 23, 2026Wealth Transfer TrapWhy exit ≠ end of the plan.Let's align your sale with estate planning.
Mar 30, 2026Portfolio Positioning InsightsStrategy shifts from recent moves.Let's validate your current allocation.
Apr 6, 2026Global Headwinds & TailwindsOil, geopolitics, and fiscal policy.Let's check for new hedging needs.
Apr 13, 2026Spring Economic SnapshotLabor, inflation, and consumer shifts.Let's revisit assumptions and targets.
Apr 20, 2026Deal Structures 101Cash, equity, and earn-outs explained.We'll model the best structure for you.
Apr 27, 2026Asset Class OutlookPlay offense or hold defense?Let's fine-tune exposure by class.
May 4, 2026Economic Forces at WorkProductivity, growth, and wages.Let's realign your strategy for Q2.
May 11, 2026Consumer Confidence TrendsHow habits influence markets.Let's reinforce your income plan.
May 18, 2026CEO Wealth TimelineBuilding personal wealth pre-exit.Let's map your personal and business goals.
May 25, 2026Global Economic SignalsTrade, growth, and currency impacts.Let's position globally with precision.
Jun 1, 2026Volatility WatchMarket swings and reactions.Let's build resilience into your plan.
Jun 8, 2026Inflation UpdateWhere are costs headed next?Let's examine cash flow sensitivity.
Jun 15, 2026Owner's TrapMaking your business self-reliant.We'll audit areas that rely too heavily on you.
Jun 22, 2026Market Performance ScorecardMidyear review by index/asset.Let's check your alignment with performance.
Jun 29, 2026Interest Rate OutlookHikes, pauses, and pivots.Let's explore impacts on savings/debt.
Jul 6, 2026Earnings Season PreviewWhat Wall Street expects.Let's position ahead of earnings shifts.
Jul 13, 2026Second ActsPlanning for life after the sale.Let's imagine your "what's next."
Jul 20, 2026Mid-Summer Market ScanGrowth vs value trends.Let's confirm your balance is still on track.
Jul 27, 2026Commodity & Currency CheckOil, gold, dollar, and more.Let's examine how these affect your portfolio.
Aug 3, 2026Real Asset UpdateReal estate, infra, and alts.Let's evaluate non-traditional options.
Aug 10, 2026Enterprise vs. Street ValueValuation gaps and reality.Let's test your expectations with the market.
Aug 17, 2026Leading IndicatorsJobless claims, PMI, housing.Let's apply this data to your projections.
Aug 24, 2026Labor & Wage OutlookCosts, talent, and competition.Let's plan your personal income and payroll strategy.
Sep 1, 2026Seasonal Investment ShiftsFall trends and Q4 expectations.Let's align your portfolio for year-end.
Sep 8, 2026What Buyers Want in 2026Key features today's acquirers seek.We'll audit your business through their lens.
Sep 15, 2026Capital Markets CommentaryEquity spreads, fund flows, volatility.We'll recalibrate if needed.
Sep 22, 2026Behavioral Finance Check-InBiases in decision-making.Let's build guardrails around emotional traps.
Sep 29, 2026Pre-Q4 MomentumPositioning for rallies or slowdowns.Let's prep for Q4 shifts and liquidity needs.
Oct 6, 2026Your Exit Strategy Needs a CFOWhy coordination is key.We'll review your advisory team and fill any gaps.
Oct 13, 2026Election Year EconomicsPolicy and market implications.Let's plan around multiple election outcomes.
Oct 20, 2026Tax Planning for 2027Next year's bracket planning.We'll front-load your strategy before year-end.
Oct 27, 2026CEO LegacyAligning values, wealth, and purpose.Let's define your legacy on your terms.