We’re humbled by the trust our clients place in us and we do our best to honor that trust by treating them like family, getting to know their unique needs and goals, and working with them closely to get them to where they need to be. While we are guided…
Let’s open this one with a caveat: the situation which we’re discussing here is evolving rapidly and the ultimate resolution remains unseen. Investors and markets have been repeatedly astounded over the last few weeks by an unprecedented series of events around video game retailer Gamestop. Largely regarded as a dying…
Any transition is a time of uncertainty, but moving into the New Year and the shift from Trump to Biden raises additional concerns for many investors. In particular, the nature of Joe Biden’s tax plan and the role it will play in the lives of those planning for their financial…
As the title suggests, this is a second in a two-part series, so we recommend reading or reviewing part one before continuing here. In Part 1, we discussed planning and preparation for potential civil unrest. Now in Part 2, we’ll delve into what to do if such an event is…
Business planning is at least in part about risk management and risk mitigation. As businesses of all sizes continue to navigate the unique challenges this year has thrown at them, many business owners are dealing with concerns about civil unrest and how such disturbances might affect their operations both immediately…
As we navigate the ever-evolving situation that is 2020, we must not lose focus on the important things. Charitable giving is an important consideration for any business, and for a number of different reasons. Charitable giving can be an important tool financially, socially, and as a component of your company…
Whether man-made or natural, disasters are an unwelcome but inevitable part of life for both individuals and businesses. While a plethora of guides and informative articles exist regarding individual and household preparedness, there are relatively few resources available for disaster preparedness for businesses of any size. As such we’d like…
For many of us, this is the time of year when disaster preparedness moves to the forefront. An active Atlantic hurricane season, wildfire season moving into full swing in California and the Southwest, and a recent earthquake in LA are all indicators that it’s time to start taking disaster preparedness…
Budgeting is a necessary exercise for businesses of all sizes, so whether you’re a gig-economy sole proprietor or a regional business with multiple offices, you’ll want to take the time to ensure your budget practices are good to go. In order to accomplish this, it’s vital to first understand what…
There’s a Zen to budgeting. Budgets are all about balance, finding the right combination of spending and saving to keep your financial house in order, enabling you to do the things you want to do, and save for the future. Keeping a budget may sound boring—OK, we know it is…
With everything going on in the world, it’s easy to forget some of the mundane yet vital tasks most individuals and businesses face. 2020 Taxes are among these; a routine part of life that may get lost in the shuffle. However, even with more dramatic news breaking daily, it’s important…
Risk management is a critical function of any business plan or business practice, and including risk management in both your daily routines/procedures and long term strategy should be part of your mindset. However, as with so many aspects of business ownership and management, many questions may remain. Here we’ll explore…
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