After the S&P 500 returned 30% in 2019 we’ve seen the tides change faster than ever. Over the last two weeks headlines have either read “New Coronavirus Scares” or “Dow tumbles/jumps 1000 points”. Last...Read More
Our thoughts on the markets and actionable ideas to better manage your investments.
Entering in to the third week of 2020 many individuals and businesses are beginning to learn how the SECURE Act, signed on December 20th by President Trump will be impacting their retirement and qualified accounts. While there are both...Read More
Attorney Case Study 3 of 3: I’m too small to have a plan As we wind down to our final case study relating to common law firm misconceptions, I want to address those firms that think they’re too small. I’ve seen firms...Read More
Hold on to Your Big Wins - It’s Not About What You Make, it’s What You Keep! Potential Strategies to Keep More of What You Make As we proceed in to the second case study of three, I’ll share two stories that...Read More
Let me tell you a little story of three law firms, one big bad wolf (IRS), and the house that protected them (their 401k plan). As you may or may not know, I specialize in working with business owners private wealth management and...Read More
How is your portfolio handling the volatility? Three changes we’re making to portfolio’s & Three questions you need to be able to answer about yours. Right now is one of the best times to evaluate your portfolio and look at...Read More