Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Retirement Surprises Nobody Talks About (But You’ll Want to Plan For)

For years, retirement feels like the big prize at the end of your career. You work

Should I Use My 401(k) to Pay Off Debt?

When debt feels overwhelming, it is natural to look for quick solutions. If you have a

Unlocking the Tax Benefits of Qualified Small Business Stock (QSBS)

For entrepreneurs, investors, and early employees in small businesses, one of the most powerful tax incentives

Should You Become an S Corp? Timing Your Move to Maximize Tax Savings

If you’re a solopreneur, freelancer, or independent contractor, chances are you have heard about S Corporations

What Financial Advisors Really Do (and Why It’s Not Just About Picking Stocks)

When most people hear the term financial advisor, they picture someone glued to a stock ticker,

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