by Erin Despot McMenemon, CFA® | May 7, 2024 | Blog
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 interest of clients and the...
by Montgomery Gossen | Mar 26, 2024 | Blog
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 March 25, 2024, the S&P 500 costs...
by Kaleb Price, CFP®, CPA | Mar 12, 2024 | Blog
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 U.S. Treasury Department. The goal of the...
by Kaleb Price, CFP®, CPA | Feb 28, 2024 | Blog
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 out your 401(k) or IRA, your regular...
by Jonas Lowery, CFP® | Dec 19, 2023 | Blog
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 would be grateful for any financial...
by Kaleb Price, CFP®, CPA | Dec 5, 2023 | Blog
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 can be a bit overwhelming. Let’s go...
