Recent Articles

When Simon’s father passed away two years ago, he didn’t think much about how his estate would be handled. His mother had died five years …

A Point In Time

There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late August 2019 at the close …

Tax Tips for Sole Proprietors

Freelancer, self-employed, contractor, independent, temporary or gig worker and entrepreneur are all terms used to describe sole proprietors. While sole proprietorship isn’t new, it is …

It seemed there was nothing her father couldn’t do when Margaret was growing up. He was the most capable person she knew. Widowed by the …

Storyline Investing

The point of the headline is to distinguish what kind of investor you are. Do you follow storylines as described in the media headlines, or …

“Money makes money. And the money that money makes, makes more money.”1 This quote by Benjamin Franklin is referencing the power of compound interest. Albert …