We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
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Nepsis Names Amanda Butler as its First CTO
May 10, 2024
We’ve been busy building the firm of our dreams this past year, experiencing our first acquisition and most recently bringing…
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Ensuring Business Continuity: The Importance of a Funded Buy-Sell Agreement
May 9, 2024
One of the most critical elements of a successful business transition strategy, especially for small businesses and partnerships, is a well-drafted and adequately funded buy-sell agreement.
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Breaking the $90K college barrier
May 7, 2024
As more colleges surpass a $90K attendance cost, parents nationwide face the challenge of funding their children’s education. One popular…
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Whatever happened to that small-cap rally?
May 3, 2024
Despite predictions, small-cap stocks haven’t outperformed as expected in 2024, with the Russell 2000 up only 1%. Our Chief Research…
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Exploring the New Path: Rolling 529 Plan Funds into Roth IRAs
May 1, 2024
In a significant shift for college savers and investors, recent legislation has opened up a new avenue for managing education savings.
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Maximizing Your Tax Return: Don’t Overlook These Available Tax Credits
April 24, 2024
As the tax season approaches, many taxpayers diligently gather their documents and receipts to prepare their tax returns, often focusing on the usual deductions and income reporting.
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Keeping it in the Family: The Tax Benefits of Hiring Your Spouse or Children
April 10, 2024
Running a business offers many opportunities to leverage the tax code to your advantage. One such opportunity that often goes unnoticed involves employing family members — specifically, your spouse or children.
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