Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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Tips from a Tax Preparer
Tax season is upon us! Watch our webinar: Tips from a Tax Preparer – Best Practices for the Upcoming Tax Season with Carson Group’s Director of Tax Planning Mike Valenti and Senior Wealth Planner Tom Fridrich, now available on-demand.
Charitable Planning for Business Owners
Chloe Copple, CEPA, Business Exit Planning Advisor What does charitable generosity have to do with your company? Giving to charity has been engrained in my routine since I set 10% of my eighth birthday check aside for charity. I can understand how giving is a routine that takes diffe …
Should I Take on Debt as a Successful Business Owner?
Author: Chloe Copple, CEPA, Business Exit Planning Advisor Contributor: JJ Comiskey A lot of the business owners we work with are highly averse to debt. Having no debt can feel like a clean slate. It can symbolize a green light to move forward, whereas having debt can feel like a burden or …
SECURE Act 2.0: What a Business Owner Needs to Know
Chloe Copple, CEPA, Business Exit Planning Advisor The Setting Every Community Up for Retirement (SECURE) Act, passed in 2019, is now updated with follow-up legislation, making the SECURE Act 2.0. What do you need to know as a business owner about how this affects you and your employees?
Are You a First-Born Business Owner?
By Chloe Quigley, Business Exit Planning Advisor Your description: Detail-oriented. Organized. Hard driving. Compliant. A natural leader. Confident. Conscientious. Careful. Perfectionistic.
Market Commentary: More Positive Signs
As poor as last year was for investors, 2023 has fortunately been a near mirror image. Stocks and bonds have both made solid gains to kick off the new year. The economy is in better shape than most expected, and overall inflation is also coming down, making a very nice combo.
