Estate planning actions for the small business owner

Estate Planning Actions for the Small Business Owner

ESTATE PLANNING ACTIONS FOR THE SMALL BUSINESS OWNER Two things people avoid talking about are death and money. Combining the two is estate planning—the process of arranging for the management and disposal of a person’s estate while minimizing gift,…


Financial news for th week of September 18, 2020

Financial News for the Week of September 18, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK United States The Federal Reserve is not likely to increase interest rates until at least end-2023, however, this has not been enough to quench investors’ thirst for more liquidity. Retail sales strengthened…


Financial news for the week of September 11, 2020

Financial News for the Week of September 11, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK A wide dispersion of forecasts for U.S. growth over the next year reflects high levels of uncertainty around the duration of the health crisis as well as future government supports. Assuming a modest fiscal…


Financial news for the week of September 4, 2020

Financial News for the Week of September 4, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK After reaching new highs early in the week, financial markets tumbled, driven by a broad sell-off in technology stocks. The S&P 500 is on track to end the week about 3% below last week’s close. The labor…


Business owners, do you have a succession plan?

Business Succession Planning

Retiring Business Owners - Plan for Succession If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into…


Financial news for the week of August 28, 2020

Financial News for the Week of August 28, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Federal Reserve Chair Powell unveiled a change in the Fed’s monetary policy strategy, announcing that it will target an inflation rate “that averages 2% over time” (instead of a strict 2% goal), and that it…


Financial news for the week of August 21, 2020

Financial News for the Week of August 21, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK The housing market continues to exceed expectations. Existing home sales and starts rose by 24.7% m/m and 22.6%, respectfully in July. Existing home sales are now 8% above January levels while starts are 7%…


Roth 401(k)

Could the Roth 401(k) Be Right For You?

Could the Roth 401(k) Be Right For You? Understanding the differences between the traditional and Roth 401(k) While the Federal government has created a number of tax-advantaged savings accounts designed to help lower- and middle-income workers save…


Financial news for the week of August 14th, 2020

Financial News for the Week of August 14, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Markets were in a good mood overall this week, despite no deal in Congress on the next round of assistance. The big political news was Biden’s historic VP pick. With 81 days until the election, the race is on!…


Financial News for the week of August 7, 2020

Financial News for the Week of August 7, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Despite a surge in COVID-19 cases in July, economic data remained broadly positive. Vehicles sales rose 11.3% to a better-than-expected 14.5 million (SAAR). The ISM indices also ticked up on the month and beat…