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Friday, July 9, 2021

What’s interesting to see with Defined Contribution plans today is the continued time and expense dedicated to these benefit arrangements, typically by an executive or the business owner, and very little, if any, time is...

Monday, July 5, 2021

Raising Your Business Like a Child Why did you decide to become an entrepreneur? If you’re like most owners, you aspire to have the freedom that comes from owning your own business: The freedom to decide how you spend your time...

Thursday, June 3, 2021

Fact: There are over 30 million privately-held businesses (the majority of which are sole-proprietors) in the United States according to a 2019 SBA study1. Fact: There are almost 60 million people employed by those small businesses...

Saturday, May 1, 2021

How much did your home increase in value last year? Depending on where you live, it may have gone up by 5 - 10% or more. How much did your stock portfolio increase year over year, prior to 2020 of course. By way of a benchmark, The Dow...

Wednesday, March 18, 2020

We hope this message finds you, your family, friends, and colleagues all well and safe. We are experiencing historic changes in the global environment, including dealing with a pandemic, a shock to the oil industry, and related...

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Thursday, January 30, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive...

Friday, January 17, 2020

Thousands of parents and young athletes all around the country a spending countless hours and money to achieve a major goal: getting a baseball scholarship to pay for college. What many of these parents and athletes do not realize is...