Consistency Matters | December 2025
When Saving for Retirement, This Success Factor is More Important Than High Income Remember the story of “The Tortoise and the Hare”? This fable, attributed to the ancient Greek writer … Read More
Market Noise | November 2025
The U.S. stock market was reaching new highs on a regular basis through the spring and summer months before a Truth Social post on Friday triggered the largest selloff in … Read More
Power-Hungry Crypto & AI | October 2025
We tend to take electricity for granted, but that luxury may not last forever. Two major new factors—bitcoin manufacturing and artificial intelligence-specific servers—are now gulping more terawatt hours than any … Read More
A Big Beautiful Bill: 10 Opportunities to Know
The recently passed “One Big Beautiful Bill” spans nearly 1,000 pages and fundamentally reshapes taxes, retirement planning, and compliance. Hidden within its fine print are game-changing opportunities for business owners … Read More
Our Moderation Economy | September 2025
There’s nothing to worry about in this number: the inflation rate rose from 2.5% to 2.7% in July, which is above the 2% target that the Federal Reserve Board is … Read More
What Are You Doing After Work? | August 2025
Many business owners have a fuzzy idea of what life looks like after they’re done working. But fewer business owners have a plan for how they’ll reach the life they … Read More
Dollar Doldrums | August 2025
This past January 13, a week before the Presidential inauguration, the U.S. dollar was riding high. Measured against a basket of other currencies, including the euro and the yen, it … Read More
Defeating Boredom in Retirement | July 2025
Many people have a romantic view of what retirement looks like. Beaches, cruises, road trips, sitting next to a pool with no responsibilities—in reality, many business owners struggle in retirement … Read More
What to Know About the New Tax Law
The so-called ‘big, beautiful bill’ finally squeaked through the Congressional legislative process, sending it to the President’s desk over the holiday weekend. He signed it in a triumphant Fourth of … Read More
Alarm At The Fed | July 2025
If you have trouble getting to sleep at night, one of the surest cures is to read the minutes of the Federal Reserve Board’s Open Market Committee—the summary of a … Read More