As we discussed in our last blog post, Congress passed the long-anticipated One Big Beautiful Bill Act (OBBBA). True to its name, this legislation covers a wide range of tax and financial provisions. And for business owners in particular, the impact is meaningful [1].

SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.

In efforts to further improve retirement plan saving and investing, the SECURE 2.0 Act was signed into law in December 2022. We want to highlight how this act may impact your finances.

The end of the year provides a great time for us to reflect on recent experience to divine lessons to help us going forward.

We explore what is a recession, how the US stock market has performed before and after a recession, and how an investor can prepare for recessions.

Series I Saving Bonds provide many of the benefits of TIPS, but may be even more beneficial during times of heightened inflation.

We detail a few ways that you can donate to charitable organizations in order to help you determine what strategy would be financially best for you.

Global stock and bond markets have been tested by inflation many times in the past, and these markets have historically demonstrated their resilience in providing returns higher than inflation over time.

To help you figure out the best way for you to donate to the organizations you care about, we provide this resource.

Business owners are looking for compelling ways to attract and retain talent. One approach to achieve this goal is through implementing a phantom stock plan.

In my opinion, investing is arguably the most competitive field in the world. So what differentiates a great investor from the rest?

To help you better understand cryptocurrencies, we provide a short history, potential benefits, concerns, and how your portfolio can potentially benefit from cryptocurrencies.

We summarize structured notes as well as detail concerns we believe investors should understand before investing one penny.

Video on our MarketPlus Investing philosophy.

This article explores how a buy-sell agreement works, why we strongly recommend one for our business owner clients who share company ownership, and how we can help with implementation.

To help you figure out what you need to do in order to start your business, we provide this resource.

All business exits have pros and cons. Recently, I was introduced to a business owner who had just completed selling his company to a long-time loyal employee.

To help you differentiate among the most commonly adopted pension plans by small businesses, we provide this resource.

We detail changes to official federal legislation, proposed legislation, and other financial planning considerations that may impact you and your family in 2022.

In my experience, a successful business exit requires honesty, especially with the person in the mirror. Acknowledging your dependence on the success of the business is worthy of contemplation and soul-searching.