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
Of Mice and Men: Planning for Career Uncertainty
One cold autumn day, the Scottish poet Robert Burns was ploughing a field when he churned up the burrow of a field mouse. Burns was sorry to have destroyed its … Read More
Four Good Questions to Ask Yourself | June 2025
A big part of being a successful business owner is your ability to ask questions. This innate curiosity allows your business to thrive, adjust, and evolve. It’s also a good … Read More
More Time Than You Might Think: Life Expectancy and Retirement Planning
One of the key variables in retirement planning is longevity. There’s a big difference between drawing down your nest egg over ten years, or needing it to last for twenty. … Read More
Avoiding the Biggest Cost of All: Being Human
As a savvy investor you know that one of the keys to long-term success is avoiding unnecessary costs. You know to steer clear of tax penalties, excessive transaction costs, and … Read More
Selecting Your Exit Goals | May 2025
The starting point for any plan is to define its goals. In Step One, owners answer three questions: (1) How much cash do they need to exit in style? (2) … Read More
The House Tax Bill Provisions | June 2025
The President and the press have named it ‘the one big beautiful bill,’ though the legislation that recently passed the U.S. House of Representatives is more formerly known as the … Read More
The Next Tax Bill Is Coming | May 2025
The tax code we have lived under for the past decade was written as the Tax Cuts and Jobs Act of 2017, which created the existing tax brackets, expanded the … Read More
How To Deal With Unexpected Change | April 2025
Unless you’re the owner of a multi-billion- or trillion-dollar corporation, your business is likely subject to the whims of a changing marketplace. External changes in the market can sometimes force … Read More