Stay current on topics that matter
You’re busy creating your own success. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.
History lesson: election impact on the stock market
We’ve written before about uncertainty and the market volatility that often accompanies it, and we have experienced more than our share of both in 2020. We [Read More]
7 advisory lessons from Ironman triathlons to make your Wealth & Life success easier
Life is an endurance event. What if the right clarity, plan and support made impossible goals possible? State what you want and play to your strengths. [Read More]
How tax policy may change with the election
The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based [Read More]
Department of Labor on ESG and private equity investing options for defined benefit plans
Do you, or do you want to, offer Environmental, Social and Corporate Governance (ESG) investment options in your qualified retirement plan? What about riskier private equity [Read More]
Should you hire your kids in your business?
You may be seeing a lot of your kids these days, and you may continue to as you navigate the hybrid solutions of “back-to-school” this year. [Read More]
The stock market is not the economy
The common phrase that “the stock market is not the economy” now seems more relevant than ever. Many are perplexed about the resilience of the stock [Read More]
Suffering from Peak Busyness? It may be time for a new plan
Do you self-diagnose as having “Peak Busyness?” A common condition among successful business owners and leaders, this midlife ailment can sneak up on you and cause [Read More]
An opportunity within a crisis within a crisis within a crisis
In this time of national stress, the global coronavirus pandemic and the economy have taken a back seat to the centuries-old and often ignored and re-opened [Read More]
Using debt to get your business through coronavirus
The decision to take on debt is a significant one for any business in normal times. For businesses severely affected by COVID-19 shutdowns, debt-use consideration takes on [Read More]
The rationale for investment manager changes
Sometimes we have to change the investments we hold in our clients’ portfolios. We’ve talked about rebalancing and tax loss harvesting as ways to keep portfolios’ allocation [Read More]
How to pick an auditor for your company’s retirement plan
Audit season is in full swing for retirement plans, and if your company has a “large plan” (defined as more than 100 participants) you are required to [Read More]
Drawing from experience to navigate uncertainty
Every quarter we send a letter to our clients to set context around recent market activity. This quarter, we are posting our letter here since it [Read More]
Volatility, Optimism, and Q1 Market Details
There’s no question we’re all living in unsettled times. Global citizens and the world economy are under stress, and uncertainty is heightened in all aspects of our [Read More]
Why Rebalancing your Portfolio in the Midst of Crisis is Essential for Long-term Success
In the midst of the COVID-19 pandemic, the term rebalancing now extends past investment portfolios as we all rebalance our lives around staying at home, creatively [Read More]
Time-sensitive: Business owners should explore Paycheck Protection Program forgivable loans NOW… application process started 4/3/20
Business owners & leaders: If your business has been adversely affected by the coronavirus directly or indirectly, we encourage you to explore and apply for Paycheck [Read More]
The CARES Act: help for individuals and small businesses
As we adjust to the effects of COVID-19 in our lives, we wanted to provide some information for individuals and small businesses about the stimulus [Read More]
