AI has disrupted virtually every aspect of our world. It is not only creating new investment opportunities and disrupting traditional strategies, but it is...
Money Matters
As the smoke from Fourth of July fireworks settled just two weeks ago, many Americans returned to their routines – some still wondering whether this...
James is 72, a retired factory worker living in Ohio. His granddaughter, Maria, hustles as a waitress while juggling college classes in Miami. Across the...
In the competitive world of automotive repair, transmission shop owners must constantly find ways to expand their services, improve efficiency, and meet...
As we move through 2025 and look ahead to 2026, retirees face a rapidly shifting financial landscape shaped by inflationary pressures, geopolitical...
Expanding Legal Immigration from Mexico Can Keep the US Young… The Economic Benefits Are Significant
If we could find a legal framework to expand Mexican immigration, this can keep the US young and economically vibrant. In the early 2000s, while studying...
President Donald Trump’s tariffs on imports from China, Canada, and Mexico have sparked significant debate about their impact on various industries...
As geopolitical tensions continue to rise globally, the defense sector remains a critical area of investment. The fiscal 2025 National Defense Authorization...
The economic outlook for 2025 under President Donald Trump’s second term is a topic of significant interest, particularly regarding the relationships between...
As a Financial Planner and M&A Advisor, the best advice I can offer you is to build the value of your company. In this article I’m making some...
Election years can bring a unique set of challenges for those planning their retirement. The political landscape can influence market behavior, tax policies...
2024 has proven to be great for markets thus far. The year-to-date (YTD) return for the S&P 500 index as of the most recent market close is approximately...
There are many business owners who would like to sell their company but do not have a financial plan in place. Therefore, they continue to do what they do...
For clients approaching 65 years of age, navigating Medicare plans could be daunting. However, as an advisor navigating Medicare plans for my clients is...
Many small to midsized companies found it challenging to sell in 2023. This was mostly due to the rise in interest rates and the hesitation from private equity...
Capital Gains tax is something that most business owners and investors are familiar with. However, there is a lesser-known tax for which business owners and...
Looking back at my previous articles will give you contextual data relative to where we are today as l reference their relevance in this article. While some...
As we close out 2023 and plan for 2024, there is a lot of noise about where the economy is headed. Every presidential election year, doom and gloom or empty...
Traveling has picked up in the last couple of years, so have travel costs. However, it is always good to travel when you can. As business owners, traveling...
ESG investing is a new concept for many investors. However, it has been around for a while. I recall taking an impact investing class in business school and...
