Most tax planning happens too late. By the time a return is being prepared in March, nearly every decision that shaped it was locked in on December 31. The last ten weeks of the year are when planning still changes the outcome. This year matters more than usual. The One Big Beautiful Bill A …
Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan? Use this checklist to evaluate your goals and decide when it’s time to contact …
2021 was a very happy year for U.S. stock investors. The S&P 500 finished the second year of a pandemic 28.7% higher than it started the year. Other countries did not do as well. The MSCI ACWI, which includes U.S. stocks, rose 18.5% in 2021. Those returns are still very impressive, but …
A sale to an Employee Stock Ownership Plan (ESOP) is a rarely used Exit Path, but business owners have begun taking interest in the possibilities they provide. An ESOP can be many things, but in its simplest form, it’s a qualified retirement plan that must invest primarily in the stock of a …
Director of Research, Brett Carson, is quoted in this Omaha World Herald article regarding the market in 2017. Omaha’s money managers and investing pros expect the Standard & Poor’s 500 to rise about 8 percent this year, boosted in part by tax and regulatory policies expected to be busi …
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