After two years of discussion, SECURE Act 2.0 of 2022 was passed on Friday, December 29, 2022. It is the most impactful retirement legislation in the past 15 years, and it received bipartisan support to help Americans save more for retirement. The … [Read more...]
Love Can’t Be Blind: Preparing for a Business Transfer to Children or Insiders
Successful business owners do a lot of things well, and they make it look easy. This is often a sign of well-running processes and years of discipline. However, it can also be a trap for successful business owners who intend to pass their businesses … [Read more...]
Market volatility feeling scary?
If you’re paying attention to the financial markets, you’re probably feeling a bit unsettled by the volatility we have seen this year. Volatility is a normal part of investing. It may feel scary, but it shouldn’t be surprising. Given the inherent … [Read more...]
How Much is Success Worth to You?
Running a successful business requires incredible amounts of effort, ingenuity, and capital. And when it comes to planning for the business’s future—both with and without the owner—many business owners ask, “What will this cost me?” Let’s look at the … [Read more...]
What is a Bear Market exactly?
Have you ever wondered what the Bear v. Bull analogy actually means?? Economists normally define a Bear Market as a 20% decline from a previous high over a sustained period of time. You may be hearing this term used more lately. However, … [Read more...]
WBIR-TV: Stocks, Bonds and Your Financial Plan
The financial markets are in an unusual situation: Stocks and bonds, which typically move in opposite directions, are both down this year, making some investors anxious. Chief Investment Officer Miranda Carr shared on WBIR-TV some historical insight … [Read more...]
Getting Personal in Business Planning
It’s not uncommon to hear the phrase “Don’t take it personally” in terms of business decisions. But when you own a business, it’s difficult—if not impossible—to not take business decisions personally. After all, it’s likely that you, your family, and … [Read more...]
Why Planning Now Beats Planning Procrastination
All successful business owners must eventually face a stark reality: One day, they will no longer run their business! If this idea makes you uneasy, you aren’t alone. Today, we’ll show you how preparing for a future you may not be ready for now can … [Read more...]
Negative GDP – not too concerning
The GDP data released this week showed that during the first quarter of the year, the economy was growing, or really contracting, at a pace of -1.4%. This number measures total output of Q122 compared to total output in Q421. On an annual basis, … [Read more...]
Keeping the Family Business Running and the Business Family Happy
Running a successful business is complex per se. Adding the element of “family” to a business often creates more complexities, especially as the business grows. Lifelong family bonds and expectations can run headlong into business realities and … [Read more...]
- 1
- 2
- 3
- …
- 12
- Next Page »