At this point in time the “no news is good news” adage has taken on a whole new meaning. A day without hearing another bank has gone under, or another company expects large lay offs, or another company needs a government bail out, seems a little less bleak. Then you get your 401(k) statement or [...]
We are pleased to announce that Heather Hart has joined the Moreton Financial Solutions as the new Personal Lines Sales Executive. Heather will work with Moreton clients from the Utah, Idaho, and Colorado offices on home, auto, liability, and other personal lines. Heather joined Moreton & Company in 2004 and has over 12 years of [...]
It is estimated that 90% of businesses in the United States are closely held, and only 25% to 30% of them have a succession plan in place. As a result, only 30% continue to the second generation, and less than 10% make it to a third generation. No closely held business, or family business, wants [...]
In order to better serve our clients, Moreton & Company has decided to create a blog. In it we’ll post updates from our legal counsel, HR consultants, property & casualty and employee benefit specialists, and financial advisers.