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 likelihood of passage, and some strategies for how to keep more of what you earn.

Barron’s shared more insight in The Rich Catch a Break—Sort of—With House Tax Plan. What to Know.


Our team’s latest piece looks at finding out what your business is worth so you can consider smart options for it.

What’s My Business Worth? by Heritage Financial

If you read one this article this week, I’d recommend this one. A great investment strategist looks back at 35 years and shares lessons.

Songs of Experience: Reminiscences of a Strategist by Liz Ann Sonders

It’s more than Covid. The market environment, tax concerns, and unsolicited offers are helping.

Two-thirds of wealthy business owners plan to sell or retire sooner due to Covid pandemic, survey finds by Robert Frank

Someone Offered to Buy Your Business shares the steps to take if someone wants to buy your business.

It’s about managing risk, not “goodness.”

Sustainable Investing Works by Leslie Norton

Learn more in Sustainable Investing Thoughts.

Zero-carb beer.

Bud Light hopes this beer is the next big thing by Jordan Valinsky

Facebook regulation is coming.

It’s getting harder for people to believe that Facebook is a net good for society by Shirin Gaffary

Book Recommendation

Sapiens: A Brief History of Humankind by Yuval Noah – I’ve been meaning to get to this one for a while and finally did. It’s an excellent look at human creation and evolution.

Enjoying your weekly read?

Share with a friend and they can subscribe through the link below…