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If you are a small business owner — or plan to be one — you should be aware of a new reporting requirement.

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” Normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in recent years.

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people thinking about retirement planning and encouraging them to strive toward a specific monetary goal.

There isn’t a week that goes by when you don’t read about some data breach, and tens of thousands of people becoming victims of identity theft. Safeguarding your personal and financial information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect your personal identity.

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to pre-TCJA levels.

As tax season comes to a close, we want to make sure you are aware of this year’s increases in annual IRS limits for retirement plans, IRAs, etc. See the below infographic for a full view of the 2024 increases, with the 2023 numbers for comparison.

As the presidential race heats up, there is a common question on investors' minds: "How might the looming White House vote impact the markets?"

Some may wonder if they should tweak their portfolio or sit tight with the uncertainty ahead. It’s a difficult question to answer.

There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadlines that you should add to your calendar for 2024.

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the match-ups, commercials, and Usher’s Big Game halftime show, you may not realize that a segment of viewers will be watching the game to glean clues about the potential direction of the financial markets. These investors are looking for a nonscientific phenomenon known as the “Big Game Indicator”.

The next month or so is the time to get your documents in order and make sure you have all the information you and your accountant will need to file taxes for 2023. I want to help you make the most of your opportunities and lower your taxes wherever possible.

What can you do now? We have put together a process that you can follow to assist your tax planning.