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DEI (Doesn’t Equal Intellect)
The beauty of The United States of America is defined by diverse…
Market Update – January 17, 2025
Volatility is back: Major Index Performances (as of Friday Morning): News driven…
Planning for 2025
In December I wrote about the top five topics you don’t want…
What You Need to Know About the Recent BOI Reporting Requirements Pause
The Financial Crimes Enforcement Network (FinCEN) is still operational, and you are…
Market Update – January 10, 2025
Jobs, Jobs, Jobs Major Index Performances (as of Friday 1:00pm): S&P 500:…
Market Minute – January 3, 2025
Happy New Year! Major Index Performances (as of Thursday): January Barometer: The…
New Year Meals and Resolutions
Happy New Year! Perhaps one of the most well-known traditions, millions of…
Business Succession Planning for Family-Owned Businesses: Balancing Family and Financial Goals
Running a family-owned business comes with its own unique set of challenges,…
A Take on Zepplin’s, “Stairway to Heaven”
Led Zeppelin needs little introduction. Most will recognize the lyrics of their…
Market Update – December 27, 2024
The Santa Clause rally made one last push during this Holiday shortened…
Market Outlook – December 20, 2024
The Federal Reserve cut interest rates by .25% on Wednesday of this…
The Gift of Financial Planning: A Lesson From Christmas
The Gift of Financial Planning: A Lesson from Christmas As the Christmas…
Market Update – December 13, 2024
The Nasdaq crossed 20,000 for the first time but was not able…
Violence is Not a Voice
In the wake of UnitedHealthcare CEO Brian Thompson’s death, several companies announced…
Year-end Planning 2024
It’s hard to believe we’re in the final month of 2024, each…
Texas Court Strikes Down Corporate Transparency Act – A Huge Win for Business Owners!
On December 3, the U.S. District Court for the Eastern District of…
Market Update – December 6, 2024
The Nasdaq is leading the market this week Major Index Performances (as…
How Comprehensive Estate Planning Can Protect Your Assets During a Recession
In today’s unpredictable economic landscape, safeguarding wealth is more critical than ever….
The Economic Significance of Black Friday
It’s that time of year again, gathering with family and friends while…
Market Outlook November 29, 2024
. The shortened holiday trading week has not slowed the volatility of…
The Nature of an Assist
8 miles of constant running, primarily sprinting. 90 minutes of action separated…
Market Update – November 22, 2024
It looks like the “Trump Trade” is continuing as the market shook…
Post Election Markets
Why Did the Market Rise Post-Election? Historically, markets tend to react more…
Market Update – November 15,2024
The euphoria of the election is slowing down, and the market has…
