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Does the National Debt Matter?
How does the $36 trillion national debt impact investors? According to the U.S. Treasury, the national debt is quickly approaching $36 trillion, which fuels concerns among investors and economists alike. This means the federal debt has nearly quadrupled since before...
CTA Filing Obligations For Business Owners
Are you a business owner? If yes, are you unsure if the CTA filing obligations apply to you? Let's take a closer look at which clients may be affected by this requirement, how to file, and the required information for the filing. Introduction TO: Owners of...
Even if you can pay for college, should you?
Let’s talk about college costs BEFORE you need to (proactive vs. reactive) and avoid the “we’ll figure it out when we get there” mentality. Remember, unlike retirement, you can’t move that goal post with college. College costs The sticker price is irrelevant! There’s...
Will The Election Hurt My Portfolio?
With the presidential election just two months away, the candidates’ economic policy platforms are only now beginning to take shape. Investors might be concerned about how each policy platform may impact the economy and financial markets. As with all elections, the...
Create A Trust Without Spoiling Your Kids
Is it possible to create an incentivizing trust without demotivating? Typically, the goal of a trust is to pass on assets in the most efficient manner possible. That may mean avoiding estate tax, probate, confrontation, or a combination of all three! However, how do...
Dollar Cost Averaging vs. Lump Sum Investing
When it comes to investing, diversification and staying invested are the best ways to achieve long-term financial goals. However, this is often easier said than done, especially with the markets near all-time highs. Is there an optimal frequency to invest? Let's get...
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