This is our Mid-July 2024 Market Update
Financial Articles
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2024- First Half Recap
This is our First Half of 2024 Market Update
Annuities…What Are They?
Annuities are financial products that provide a series of payments made at equal intervals. They are often used as a […]
Making A Charitable Gift
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to […]
Breaking Down The Parts of Medicare
Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B […]
7 Common Bookkeeping Mistakes (and How to Avoid Them)
As any small business owner will tell you, running a small business is no small feat. Between juggling sales, customer […]
How to Align Your Tax Strategy with Annual Planning
Having a well-thought-out tax strategy for your business is an important step to take in order to make the most […]
Tax Planning for Corporations: Do’s and Don’ts
Proper tax planning for corporations is necessary to ensure the continued financial success of your business. A strong tax plan […]
Creating and Tracking Financial Goals for Business
Setting financial goals for businesses can be a daunting task. However, the benefits of outlining and adhering to financial goals […]
7 Essential Habits in Wealth Management for Entrepreneurs
Wealth management for entrepreneurs is the art of creating wealth by investing in assets, managing finances, and making strategic decisions. […]