Are you seeking financial stability and retirement peace of mind? You might have encountered various retirement plan options, including the traditional cash balance plan. However, like any financial decision, there are benefits and drawbacks that you must carefully consider. If you’re a business owner you may be wondering whether a traditional cash balance plan is […]
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Table of Contents1 Market Review1.0.1 Summer Doldrums1.1 Market Recap1.2 Commercial Real Estate – The Next Shoe to Drop?1.3 Outlook Market Review Summer Doldrums Markets took a step back in August as sentiment shifted surrounding Fed policy August 2023 Key Observations Fitch downgraded the United States’ credit rating to AA+ from AAA at the start of […]
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For some investors, traditional asset categories of stocks, bonds, and cash equivalents aren’t enough to ensure a well-diversified portfolio. These individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most common alternative assets […]
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For some investors, the traditional asset categories of stocks, bonds, and cash equivalents aren’t enough to ensure a well-diversified portfolio. When this occurs, individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most […]
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The beginning of a small business is exciting. It’s easy to get caught up in the thrill of improving, growing, and expanding your company into the future. However, along the way, little to no thought may be given to what happens after selling your business. In the following guide, you’ll be taken through exit planning […]
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Table of Contents1 Markets Heat Up in July1.0.1 Key Observations1.1 Market Recap1.2 Outlook Markets Heat Up in July Favorable economic data fuels risk assets as markets post solid gains during July 2023. Key Observations Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of […]
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Solo 401(k)s are specially designed for small businesses with no employees, including solo entrepreneurs and the self-employed. Here’s everything you need to know to determine if a Solo 401(k) is the right retirement plan for you and your business. Since they were first introduced in the early 1980s, 401(k) plans have become the most popular […]
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Family businesses are a source of pride and a testament to hard work. Yet, even the most successful businesses are destined to face a transition. The question is, how do you ensure a smooth transition that both honors the legacy you’ve built and secures your family’s future? This guide is here to help. Below, you […]
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Table of Contents1 Recessionary Resilience – Defying Expectations2 Off to an Interesting Start2.1 2023 Themes – Revisited3 Defying Recessionary Odds Recessionary Resilience – Defying Expectations Key Observations In our 2023 Outlook, Goodbye TINA, we outlined three broad themes that were likely to influence markets in 2023 – continued volatility, moderating inflation and a bear market […]
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When discussing Self-Employed 401(k) plans with our clients, we often are asked how the contributions to this type of retirement savings plan will affect take-home pay. Read on for the answer to this question, as well as other commonly asked questions related to retirement plans.
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