Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

How 831(b) Captive Insurance Can Help Business Owners Making Over $2M

If you are a business owner generating more than $2 million in revenue, you have probably

The Augusta Rule: A Simple Way to Earn Tax-Free Rental Income

When you hear the word “Augusta”, you might think of Georgia, southern hospital, or (most likely)

Honoring Labor Day: Then and Now

Labor Day was first celebrated in 1882 as a way to recognize the dignity of hard

How to Prepare Your Finances for the Next Recession

Shawn worries about the next recession and has decided not to invest right now. He feels

How to Sell a Business

Selling your business is one of the biggest moments of your life. It is exciting, a

The Best Investment Strategy for Business Owners

The best investment portfolios for business owners aren’t flashy. They don’t rely on complicated strategies or

End-of-Life Planning: What Every Gen X Caregiver Needs to Know

Many Gen Xers find themselves in the middle of it all. You’re raising kids, managing your

Do I Need a Financial Advisor?

It’s one of the most common questions people ask themselves: Do I even need a financial

7 Things Every Business Owner Should Know Before Selling Their Business

Selling a business is one of the biggest financial and emotional decisions you’ll ever make. As

401(k) Contributions Don’t Mean Tax Savings

Every year, I hear the same misconception. Someone tells me, “I put $23,000 into my 401(k),