Team Feed
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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…
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The Johnson Team Making the right investment choices can be the difference between a comfortable retirement and an uncertain future. Converting a Traditional IRA into a Roth IRA is a popular wealth management tactic for…
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Benjamin Trujillo J.D., LL.M – Partner Planning your legacy? Understanding the various tax exemptions available, including the gift tax, estate tax, and generation-skipping transfer (GST) tax, is crucial. These exemptions allow you to pass on…
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Aoifinn Devitt – Chief Global Market Strategist Illinois is currently in the middle of a 17-year cicada brood which is overlapping with the normal emergence of a regular brood. The last time this brood emerged…
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When business owners think about planning for a successful future, they sometimes believe that it will take years to reap what they sow. This can make it tempting to push such planning off to an…
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To see the full transcript from Travis and Kyle’s video, please see below. Kyle : Welcome to this month’s Ask the CFP® segment. Today’s topic is an exciting one and you’re in for a treat as…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound Sharply Heading into Summer Markets rebuffed the adage of “sell in May and go away”,…
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Mark Webster, CFA – Senior Investment Research Analyst Artificial Intelligence (AI) is thriving these days to speed up analysis, sift through noisy information, create procedural efficiencies, and enable human workers to improve their productivity. Within…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Many business owners assume their business is more valuable than it actually is. One of the biggest reasons? Key man risk. Key man risk is the concept that a business is…
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By Michael Torney, CFP, J.D., LL.M., CEPA So, you’ve started thinking about exiting the business. It happens to every owner at some point. We spend so much time building the business and running the business. But at some…
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Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular by Nassim Taleb, loosely means something that benefits from chaos and volatility and is made…
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By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often appear overwhelming, particularly if you are still in the grieving process, and it is best to understand…
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By Wesley Sebacher, CFP®, CAIA® As a physician, you’ve dedicated a significant amount of time and resources toward your education and career. Now, you may be thinking about how to secure your children’s educational future. College…
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Starting a business is inherently risky. Fortunately, even the riskiest businesses have opportunities to reduce their risks and protect their interests with proper and early planning. Let’s look at a fictional but representative story of…
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If you think the 1042 election could be right for you, it is time to evaluate investment details. To successfully complete a 1042 election, the Employee Stock Ownership Plan (ESOP) seller must invest in Qualified…
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Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in geopolitical drama, surprise to inflation trends, and a sharp change in interest rate expectations weighed…
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Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early this year, January 11th to be exact, we received an email from our Fixed Income team following the…
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By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant moment in a child’s life, your life as a parent, and the lives of those…
