We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.
It has been eight years, but the memories are still fresh! My wife and I loaded our four daughters into our Dodge Grand Caravan and headed west for our long-anticipated “Westward Ho!” journey. As we crossed the great plains into the Rockies and traversed the high desert of New Mexico into the arid Arizona desert, we laughed, fought, slept, played games, and created incredible memories.
A few weeks ago, my colleague, Matt Moklestad, shared a blog about 8 changes from the SECURE Act 2.0. While many of the changes in this legislation are beneficial for employers, there is a lot in this act that is also going to be very beneficial for plan participants.
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
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Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way.
Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
