Strategic newsletter topics designed to drive client meetings and deepen relationships
Weeks 1-3: Market Outlook • Week 4: Business Exit Planning
| Week | Sample Week Newsletter Topic | Client Takeaway | Meeting Driver |
|---|---|---|---|
| Week of Nov 10 | Economic Pulse Check | Delivers macro-level insights into interest rates, inflation, and sector movements. | Let's review how these shifts could impact your investment positioning. |
| Week of Nov 17 | Markets in Focus | Highlights recent trends and what they could mean for portfolio risk and opportunity. | We'll identify tactical opportunities or rebalance if needed. |
| Week of Nov 24 | Weekly Market Digest | Reviews major index performance and signals from fixed income, commodities, and global markets. | Let's align your allocation to upcoming macroeconomic shifts. |
| Week of Dec 1 | Understanding the Value of Your Business: Why Timing Matters | Helps business owners understand how valuation is determined and why early benchmarking is essential. | Let's run a baseline valuation to anchor future planning. |
| Week of Dec 8 | Investor Sentiment Snapshot | Shares market sentiment, volatility readings, and sector flows to inform positioning. | We'll check your portfolio's risk alignment against the current backdrop. |
| Week of Dec 15 | Capital Markets Brief | Delivers updates on global economic activity, labor data, and earnings season. | Let's see how this impacts your equity exposure going into 2026. |
| Week of Dec 22 | Global Market Watch | Offers a broader lens on international developments that could ripple through U.S. markets. | We'll evaluate international vs. domestic weighting in your portfolio. |
| Week of Dec 29 | The Exit Window: How to Know If You're 3, 5, or 10 Years Away | Guides business owners through assessing how close they are to being exit-ready. | We'll define your personal exit horizon and reverse-engineer a strategy. |
| Week of Jan 5 | Investment Landscape Update | Covers year-to-date trends, inflation updates, and Fed direction. | Let's evaluate what these early-year indicators mean for your plan. |
| Week of Jan 12 | Equity & Bond Market Recap | Explains how current asset class behavior impacts diversified portfolios. | We'll rebalance based on updated asset class outlooks. |
| Week of Jan 19 | Macro Movers: What's Driving the Economy? | Breaks down the drivers behind GDP, interest rates, and consumer spending. | Let's talk about defensive vs. growth positioning in your strategy. |
| Week of Jan 26 | Preparing for Due Diligence Before the Buyer Arrives | Teaches CEOs how to prepare financials, HR, and operations for buyer scrutiny. | We'll walk through your due diligence gaps and address key priorities. |
| Week of Feb 2 | Weekly Market Rundown | Provides analysis of earnings trends and valuation metrics. | We'll align your holdings to current market fundamentals. |
| Week of Feb 9 | Risk Radar: What to Watch This Quarter | Identifies near-term risks and black swan potential on the horizon. | Let's ensure your plan has enough liquidity and downside protection. |
| Week of Feb 16 | Markets & Money: Where Are We Headed? | Frames current economic data within the broader investment context. | We'll refine your forward-looking strategy based on new momentum. |
| Week of Feb 23 | Liquidity Without Leaving: How to Take Chips Off the Table Without Selling It All | Introduces options like recapitalization, ESOPs, or minority stake sales. | We'll assess which partial liquidity strategies fit your current goals. |
| Week of Mar 2 | Real-Time Market Pulse | Focuses on recent Fed commentary, job data, and investor reactions. | Let's adjust short-term strategies while keeping long-term vision intact. |
| Week of Mar 9 | Sector Spotlight: What's Leading and Lagging? | Explores outperforming and underperforming sectors and trends. | We'll review your sector exposure and diversify as needed. |
| Week of Mar 16 | Yield Curve & Interest Rate Watch | Examines the bond market and yield curve for economic signals. | Let's explore fixed income positioning based on rate expectations. |
| Week of Mar 23 | The Wealth Transfer Trap: Why Selling Your Business Isn't the Finish Line | Emphasizes integrating exit plans with family, legacy, and estate strategies. | We'll align your sale plans with trust structures and long-term wealth goals. |
| Week of Mar 30 | Portfolio Positioning Insights | Helps clients understand allocation shifts in response to recent market moves. | We'll analyze how your current strategy responds to ongoing changes. |
| Week of Apr 6 | Global Headwinds & Tailwinds | Breaks down macroeconomic factors like oil, geopolitics, and central bank actions. | Let's talk about potential hedges or global diversification tweaks. |
| Week of Apr 13 | Economic Snapshot: Spring Edition | Offers a seasonal check-in on inflation, labor, and consumer behavior. | We'll recheck assumptions behind your retirement and liquidity planning. |
| Week of Apr 20 | Deal Structures 101: What Owners Need to Know About Cash vs. Equity Offers | Compares common M&A structures and what they mean for post-sale liquidity. | Let's explore pros/cons of cash-outs vs. earn-outs vs. equity rollover. |
| Week of Apr 27 | Asset Class Outlook: Where to Play Offense, Where to Hold Defense | Identifies tactical adjustments across equities, fixed income, and alternatives. | Let's fine-tune where your money is most productively deployed. |
| Week of May 4 | Economic Forces at Work | Combines wage data, productivity trends, and corporate earnings signals. | Let's align your financial strategy to current economic momentum. |
| Week of May 11 | Consumer Confidence & Market Behavior | Evaluates how spending habits influence market direction and volatility. | We'll talk about adding resilience to your income and investment plan. |
| Week of May 18 | The CEO Wealth Timeline: Building a Financial Life That's Exit-Ready | Lays out steps to prepare personal finances, tax planning, and estate strategy ahead of an exit. | Let's build your personal wealth plan in parallel with your exit window. |