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15 FINANCIAL RULES TO LIVE BY
15 FINANCIAL RULES TO LIVE BY The 15 Financial Rules are a checklist for our uncommon approach to financial thinking. PROTECT YOUR TODAYS 1. Protection First: Protection should always … Read More
IMPORTANCE OF WILLS & TRUSTS
When looking at your complete financial picture, having the proper legal documents in place and ensuring they are up to date, is a key foundation to making certain you and … Read More
Is a Family Transfer Right for Your Business?
When planning for the future, you have a wealth of options related to who should continue to run your business. Many business owners’ plans fall short because they are unaware … Read More
The Seductive Nature of Fat Tail Distributions
Market prices have shown us that certain companies have benefited from the way society has changed during the COVID-19 crisis. A group of tech-focused businesses, referred to as FAANG stocks, … Read More
COVID-19 Eviction Protections
Oh The Places You Will (Or Won’t) Go: An Update on Commercial and Residential Evictions in California Amidst COVID-19 See flow chart here. Given the ongoing COVID-19 pandemic and … Read More
What Have We Learned?
It is safe to say that this year was full of surprises. Some businesses thrived, while in other areas jobs were lost, companies were forced to go under, and we … Read More
TAX GUIDANCE FOR PPP BORROWERS
IRS STATES BUSINESS OWNERS CAN’T DEDUCT EXPENSES PAID WITH PPP LOAN On November 18, 2020, the IRS provided a ruling on deductions regarding the Paycheck Protection Program (PPP) loan (Rev. … Read More
Keep Your Family Intact with Proper Estate Planning
It can be difficult to consider what will happen to your business and your family if you die unexpectedly. Without proper planning, you could be leaving your family and/or key … Read More
One in Five Credit Reports Has a Mistake on It. Here’s How to Check and Fix Yours for Free.
It’s one of the most crucial indicators of your financial health — and for one in five people, it’s got an error on it. So if you haven’t checked your … Read More
Fresh from the investment bakery: how your portfolio pie is made
Several years ago researchers asked Americans to choose which kind of dessert they would prefer a family member or friend to bring to their house for a holiday dinner. The … Read More