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Major Tax Changes Looming: Are You Ready?

Major Tax Changes Looming: Are You Ready?

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are permanent, such as reducing the...

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Outlook 2024: A Turning Point

Outlook 2024: A Turning Point

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...

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A Year-End Financial Checklist

A Year-End Financial Checklist

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much different position than last year....

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Time to Think About Year-End Financial Strategies

Time to Think About Year-End Financial Strategies

As we roll into fall and the fourth quarter, it’s a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are in a much different position than last year. Economic growth has been strong, and inflation appears to...

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5 Tips for Saving and Investing as a Small-Business Owner

5 Tips for Saving and Investing as a Small-Business Owner

As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term.

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