Team Feed
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By Sarah Bishop, Senior Retirement Plan Advisor As a business leader, investing in the financial wellness of your workforce is a strategic decision that can directly influence productivity, employee turnover, healthcare costs, and the overall…
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by Gene Diederich, Partner Growing up with six siblings and now having four children of my own, I’ve seen firsthand the challenges and benefits of family communication. Throw in a family death, health crisis, business…
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The Long Middle of Divorce In many ways, I was one of the lucky ones. My divorce was filed in June and finalized in September. We amicably agreed on almost all aspects quickly. (Sidenote for…
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Hello! In this episode of Ask the CFP®, we’ll delve into a particularly thorny issue: what happens to inheritance and pre-marital dollars in a divorce? The circumstances and decisions leading to divorce are often complex…
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The Johnson Team As your Family CFO, we are committed to guiding you through the intricacies of estate planning. Our family meetings are a cornerstone of this process, providing a collaborative space to discuss and…
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By Amber Jones, ABFP™ – Retirement Plan Education Advisor Have you ever made a decision and then reflected on the factors that influenced your choice? Extensive research demonstrates a connection between the psychological factors driving…
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Revenue and profitability are generally good indicators of your company’s strength. However, when it comes to planning for a successful future, they are far from the only things that determine your company’s strength. As you…
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Aoifinn Devitt – Chief Global Market Strategist In recent weeks the Land of the Rising Sun became the Land of the Rising Yen, and then the catalyst for a roller coaster swoon in markets followed…
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Monthly Observations Sharp Rotation in Market Leadership 2024 market laggards for the year were the winners in July as a wave of risk-on sentiment rewarded those left behind by large cap growth. The catalyst came…
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By Michael Torney, J.D., CFP®, LL.M., CEPA When people start a company, it’s impossible to predict events that could affect it 10 or 15 years in the future. But after working together many years to…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist For those who believe in diversification, it has been a painful decade+ of relative returns between small cap and…
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Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase the poet W B Yeats. Using that quip seemed too easy, however. In my many…
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Physicians often seek opportunities to supplement their retirement savings and defer taxes beyond their traditional retirement plans, such as a 401(k), 403(b), or 457(b). Physicians can have the opportunity to earn 1099 income through independent…
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Markets cruised through the halfway point of 2024 and as we take stock of the year-to-date numbers, we find ourselves with the S&P 500 up 15.3%, the Nasdaq Composite Index up 18.6%, and the Dow…
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I recently met a woman while working in our church nursery. Between diaper changes and squeals, we asked the basic, get-to-know-you questions. And then came the one question I dread: “What does your husband do?” …
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By Michael Torney, CFP, J.D., LL.M. I have advised many business owners on the tax implications of various financial planning areas. The area that has the single largest impact on the financial success of an entrepreneur is…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Dispersion of Returns Highlights First Month of Summer The haves and have-nots were obvious in June as…
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Welcome to this month’s Ask the CFP® segment. Today, we are going to discuss a financial strategy that could have a positive impact on your retirement planning: the Backdoor Roth IRA. Now, you might be…
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Please note that our offices are closed in observance of the Fourth of July holiday.
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A common tragedy for business owners is facing a life-changing event, such as a sudden death or illness that devastates the business, without a plan. While these events may seem uncontrollable in the moment, the…
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Building a business that’s attractive to buyers is both a powerful way to pursue a successful future and a sign of its value. There’s generally one trait that makes businesses most attractive to buyers: self-sufficiency…
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By Michael Torney, CFP, J.D., LL.M. Founders of small businesses have many tax benefits while running their business. They also may qualify for some tax advantages when selling the business. Certain kinds of company stock have…
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by Brie McDonald, CFP® – Advisor Panic set in as I woke up one morning to several notifications on my phone. I had received multiple text messages in the middle of the night with security…
