DeepSeek Disruption | February 2025
The stock market was rocked over the past weekend by the announcement of a new artificial intelligence system called DeepSeek, which threatens the business models of the entire U.S. AI … Read More
Animal Spirits and the Short-Term Behavior of the Market
As last year’s robust gains continued into the fourth quarter, financial analysts were using an explanatory term you might be more likely to hear from a shaman: animal spirits.1 They … Read More
4 Reasons Why Planning For a Successful Future Isn’t DIY | January 2025
This article explains why planning for a successful business future isn’t a do-it-yourself project for business owners. At their core, successful business owners like you are builders. Whether you founded … Read More
Is AI Making it Easier for Workers to Cheat? | January 2025
A recent comic strip shows two different office workers in two different cubicles, talking about the great benefits of artificial intelligence on their working lives—and on the company’s productivity as … Read More
Buying Vs. Leasing – The Company Facility | December 2024
For business owners, real estate occupancy cost is often the second largest fixed expense. We also know that for many, real estate ownership is a great long term wealth building … Read More
Post Election Perspectives for Your Investment Strategy
Your Investment Strategy Shouldn’t Be Based on or Change Because of Political Headlines In today’s world, political news often dominates the headlines, and for many investors, it can stir up … Read More
Live for Today and Plan for Tomorrow | December 2024
Trade War Consequences The oft-repeated refrain on the Presidential stump circuit threatening 60% tariffs on Chinese products caused some head-scratching among economists. By some measures, the Chinese economy is in … Read More
Corporate Transparency Act Impending Deadline | November 2024
12/23/2024 – It’s been reinstated. https://www.uschamber.com/co/start/strategy/small-business-corporate-transparency-act 12/3/2024 Update: Enforcement has been blocked per this article but still important to know about. https://bankingjournal.aba.com/2024/12/federal-court-blocks-enforcement-of-beneficial-ownership-reporting-rule/ Everyone needs to be aware of the new FinCEN … Read More
Booming Gold, The PE Takeover, 2024 Third Quarter Investment Report | November 2024
Booming Gold Legendary investor Warren Buffet, chairman of Berkshire Hathaway, was asked about investing in gold, and he was clearly perplexed by the question. His response was that gold (unlike … Read More
Unrealized Gains Tax: One Important Thing to Know Now
Unrealized gains have been a hot topic recently. That is particularly true given the upcoming presidential election, which has spotlighted divisions over tax fairness and how and when wealth and … Read More