Bond Boost | October 2026
If you look at the change in the yields on U.S. 10-year Treasury bonds over the last couple of months (since the first of July), the chart is eye-opening. This … Read More
Where Do You Find Time for Planning? | March 2025
One of the biggest sources of friction in planning for a successful future is time. Successful business owners like you aren’t sitting around, twiddling your thumbs, and wondering what to do with all this … 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
Avoiding Insurance Traps, Pitfalls & Swindles: Read Your Policy Now, Before It’s Too Late!
Check out this great article on how to avoid insurance traps, pitfalls, and swindles. https://www.linkedin.com/pulse/avoiding-insurance-traps-pitfalls-swindles-read-your-scheidemantle/
Should pass-through owners switch to C-corp status?
The math has changed on entity choice. Under the new tax reform legislation, the corporate tax rate drops a full 14 points, from 35 percent to 21 percent. At the … Read More