Close

Blog

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees   The common thread that runs through all small businesses, from professional services to manufacturing, is that a motivated workforce is central to the business’s

Read More

Alternative Investments

Alternative Investments – Going Mainstream Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow $8 trillion between 2022

Read More

Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to

Read More

Kelly’s Breast Cancer Journey

Being a Financial Planner, I love a good strategy. The more clearly defined steps and outcomes, the better. A plan organizes and simplifies. And that’s a big help in life,

Read More

A Decision Not Made Is Still A Decision

A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy,

Read More

A Brief History of Estate Taxes

A Brief History of Estate Taxes Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a

Read More

Tips for Inflation

TIPS for Inflation In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to take over

Read More