#434 Merry Market
2020 Optimism Only a few more days until we close out this year. Going into 2020 there’s a lot of positive things happening. We know people have...
#433 Business Owner (Limited Series)
Do you or someone you know own a business? Do you have a solid plan in place for your business? Succession planning for business owners...
#432 Has the Fog Lifted?
Three Big Factors There are three big things that have seemed to cause uncertainty in the markets the last two years. Those include the trade war...
#431 The Dress Rehearsal (Limited Series)
The Dress Rehearsal We plan for big events for weeks, months, even years but there’s one event that many of us do not prepare for and that’s our...
#430 London Bridge is Falling Down?
Optimistic This week the UK is hosting a general election which will decide who has the majority in the House of Commons there. Boris Johnson...
#429 2020 IRS Changes
2020 Changes We wanted to talk about some of the changes that the IRS is making going into 2020. This is a good time to look at this near year end...
#428 Markets Aren’t Foreign to U.S.
Client Questions Clients have recently asked why we overweight portfolios in U.S. stocks as opposed to international stocks. A lot of that...
#427 Life in a Box (Limited Series)
Do you know where everything is and what everything is worth? If you don’t, you should. We give you the tools to connect with everything you...