You know the saying, “There are decades where nothing happens, and there are weeks where decades happen.” Well, in the last few weeks, the 10-year treasury yield climbed up to more than four and a half percent – the highest it’s been in the last 22 years! What does this mean for your money? Let’s […]
Understanding cash flow and how it changes through your life is the foundation of your financial plan. It is the first step we take in crafting a financial plan for our clients. It helps you understand your finances clearly and helps you make key decisions that impact your net worth. Watch video below to see […]
Watch webinar below: If you would like to speak with us about investing and financial planning, please book an introductory call below: You may also like Your trust is not effective until you do this Why Is Tax Planning Different From Simply Filing Taxes? Trump-Era Tax Breaks: What’s Changing And What’s Not?? The […]
If you plan to donate to charities and reduce your taxes, you must look into a Donor Advised fund (DAF). It allows you to maximize your tax savings and charitable donations while giving you lots of planning flexibility. Donor Advised Funds have become extremely popular in the last decade. Roughly $1 of every $8 given […]
Most media coverage we hear is about the stock market. But did you know that the US bond market is twice the size of the stock market? And half of the bond market consists of treasury bonds alone. There are big shifts happening in the treasury market and new investment opportunities are now re-surfacing. While […]
Whenever a new or prospective client tells us that they have a trust, our next question is, “have you funded it?” Because until you do this, you don’t really have a trust. You just have some signed documents and your trust planning is incomplete. Watch our video below to learn the step you need to […]
A common scenario we often encounter with prospective clients is that they lack a leader or a CFO when it comes to their finances. Your personal finance CFO is someone who brings all the resources and experts together to plan for your life and financial milestones. Why do you need a CFO for your personal […]
After cratering to a low of -23.04% for the year in mid-June, stocks have climbed up and now sit at a low of -13.03% year to date. Volatility remains high and many investors are still waiting in the wings for a clearer signal before jumping back into investing their cash. But remember, you might never […]
An S Corp election can be a powerful tax planning strategy for closely-held businesses as well as self-employed individuals. One of the requirements of an S Corp is that the owner must take a reasonable salary. As the business owner, how do you decide what the right salary is for yourself? In this blog, we […]
Until a few months ago, all assets were making new highs. In the last few weeks, investors have found nowhere to hide, not even in traditional safe havens like government bonds and gold. While we may see a day or two where the market temporarily bounces back, the sell-off may continue. Markets turn volatile when […]
