What We Know and What We Can Control

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I have never been a proponent of market timing and I certainly can’t  predict the future. But we are currently experiencing an all time high in the market. The question is…How high will it go before we see some sort of correction. Economist agree that the current...

Business Owners…Are you leaving dollars behind?

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I often do public speaking, mostly for networking groups and business owners. One question I ask in my presentation: Are you aware of the tax mitigation and federal tax incentives available to you as a business owner? They look at me funny and say what is that. Of course there...

Brexit

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1)  Our financial markets are very fragile right now, and BREXIT is a great indicator of that.  Some of the global markets have opened down as much as 10%.   So if you own mutual funds, ETF’s, actively managed funds, or bonds for that matter, you have exposure to the impact...

5 Mistakes Professionals Make on Tax Planning

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How To Overcome The Five Biggest Mistakes Professionals Make When Working With Tax Advisors MISTAKE 1: They ignore the biggest problem they face. Your biggest problem probably is not the stock market, inflation, or the insurance companies. It’s the IRS. Let me ask you a few...