All Thoughts

From time to time, we have clients that are interested in learning about private equity. Although these avenues don't align with our investment strategy (for reasons we'll discuss below), we acknowledge the curiosity and...

In less than three months, the S&P 500 has broken through five market high milestones on five separate occasions1. As prices continue to climb, investors have become concerned that the stock market is too expensive.  As of...

In 2021, the Corporate Transparency Act became law, requiring many business owners to submit additional information on the company and its beneficial owners to the Financial Crimes Enforcement Network (FinCEN), a bureau of the...

As the 2023 tax season kicks into top gear, have you started thinking about 2024 yet? While most tax planning is accomplished throughout the year, getting a head start can help make 2024 a smooth ride. If you traditionally max...

Whether it is your goal or not to leave a legacy to your children, grandchildren, or other heirs, the fact of the matter is that virtually everyone will leave some kind of inheritance behind when they pass. And while most heirs...

What Entity Choice is Right for Me?  Are you thinking about starting a business and not sure what entity is the right choice for you? If you’ve ever gone on to the secretary of state’s website to create a new entity, the choices...

As we reach the end of October, Cybersecurity Awareness Month comes to an end. Cybersecurity Awareness Month was created 20 years ago as a collaborative effort between government and industry to ensure every American has the...

Take control of your health care decisions! With all the advances in medical technology and the many choices that must be made, we should all take the time to put certain documents in place in case we are incapacitated and...