Wednesday Reading List
ICYMI: Charts You Need to See – Q4 2021 Market Guide - Taking a look at charts you don’t want to miss this quarter to ...
Recent Articles
Charts You Need to See – Q4 2021 Market Guide
Every quarter, J.P. Morgan Asset Management puts out their Guide to the Markets slide deck. It's a great source of interesting and helpful information about ...
Wednesday Reading List
Our team's latest piece for business owners is loaded with great and timely advice. Why a Five-Year Plan May be the Worst Way to Think ...
Wednesday Reading List
ICYMI: 6 Things I’m Not Worried About Financially - There’s plenty to be worried about, so don’t add unnecessary financial concerns to the list. Includes ...
6 Things I’m Not Worried About Financially
Don’t get me wrong. There’s a long list of things that keep me up at night researching articles for my Wednesday Reading Lists. We all ...
Wednesday Reading List
ICYMI: The House Tax Bill - This week the House tax bill started taking shape. Check out how it differs from President’s Biden’s proposals, the ...
The House Tax Bill
In January, I hosted a webinar looking at President Biden's proposed tax plan from the campaign trail. The webinar reviewed his proposals, assessed likelihood of ...
Wednesday Reading List
ICYMI: Reviewing “The Deficit Myth” and MMT - A book about MMT – Modern Monetary Theory – starts with busting deficit myths before turning to ...
Reviewing “The Deficit Myth” and MMT
Modern Monetary Theory. MMT for short. Nonsense, or an innovative theory liberating us from deficit fears so we can invest appropriately in our country’s future? ...
Wednesday Reading List
Our team's look at Labor Day and new tools and content for business owners. Tools for Business Owners by Heritage Financial Social Security shortfalls are ...
Wednesday Reading List
ICYMI: Fall Financial Check-Up - As the summer winds down, people tend to get more focused on their finances. Use this fall financial check-up to ...
Wednesday Reading List
ICYMI: Someone Offered to Buy Your Business - It’s a seller’s market for business owners. What steps should you take if someone offers to buy ...