Team Feed
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By Michael Torney, J.D., CFP®, LL.M., CEPA Business owners face a unique challenge that most employees or sales contractors do not. Their lifestyle is funded by their business yet most of their net worth is tied up…
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“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity – Private equity deal activity surged in 2024, marking the…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Sudden wealth can lead families to feel overwhelmed by the decisions in front of them. What immediate financial actions do I need to take? Should I help family and friends…
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“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…
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Even beginning to think about an estate plan can seem overwhelming. Before you start stressing out over who gets Grandma June’s antique vase, take a step back and think about who you want to be…
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Welcome to this month’s Ask the CFP®! Today we are going to be discussing Electric Vehicle Tax Credits. Electric vehicles are revolutionizing the way we drive and helping to reduce our carbon footprint. An EV…
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Election years are notoriously turbulent, not only in the political arena but also across financial landscapes. The potential for a shift in leadership brings an air of uncertainty that permeates the economy, affecting everything from…
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Planning for a successful future often takes years. And even the most forward-thinking plans often encounter unexpected obstacles that can add more time to achieving your goals—perhaps more time than you’re comfortable with. How can…
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Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start August. Weaker than expected payroll readings, a slowing manufacturing sector, and AI/technology earnings concerns prompted…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man. But that thing, it scares me.”[1] Ever since the compromise between Alexander Hamilton, Thomas Jefferson…
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Private air travel has long been a symbol of luxury and convenience, offering an unparalleled travel experience. Understanding the various options is essential whether you’re a high-net-worth individual or someone looking to explore the benefits…
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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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Some Employee Stock Ownership Plan (ESOP) sellers are eligible to defer capital gain taxes on ESOP transactions by investing their sales proceeds into Qualified Replacement Property (stocks and bonds of certain U.S. companies). The technical…
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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…