“A problem well stated is a problem half solved.”   - Charles Kettering Summary The breaking of a 40-year trend of de…

Understanding the terminology behind environmental, social and governance investing.   A little over ten years ago, there was a renewed focus on ad…

Traveling to warmer climates for the winter is a tradition for many families, as is taking advantage of southern states with lower, or no, income tax…

“Every business and every product has risks. You can’t get around it.”                …

Business owners need to integrate their personal goals with the needs of their business as they journey through the various stages of their personal …

So they can grow their wealth in strategically tax-efficient ways. More than any other segment of the population, the wealthy understand the power…

Last month’s barrage of headlines around COVID and Afghanistan obscured the late-summer news of a different battle brewing in Washington: a sta…

President Joe Biden has laid out his American Jobs Plan and American Families Plan, which include plans to increase corporate and income taxes &…

After a difficult year for some companies and a banner year for others, many business owners are evaluating whether now is the right time to sell the…

Equities are near all-time highs, but growth expectations are similarly high. According to FactSet,Earnings Per Share (EPS) guidance revisions for Q2…