Updates
Timely insights on the financial issues or events that matter most to you.
5 Reasons a Small Business Needs a Financial Advisor
As a small business owner, you undoubtedly know the ins and outs of your own industry. You’ve planned, researched, and organized, which likely has you thinking you have all the information you need right under your roof. Maybe you’ve hired an accountant or bookkeeper,...

The Dos and Donts of Employee Benefits
Far too often, small business owners forgo the need of employee benefits for the sake of saving money. What many of these business owners don’t realize is that cutting employee benefits can have a dramatic effect on a business owner’s overall profits. Employee...
What You Need to Know About Mutual Funds
If breaking into investing is on your to-do list, you likely already know what a great option it is for securing a bright financial future and giving you fiscal peace of mind. If you’ve seen mutual funds pop up on your researching radar, you may be curious about what...
What Pro Athletes Should Know about Taxes
You hear about it all the time—another wealthy celebrity in court, facing charges for tax evasion. It seems like there’s a news story about this topic every week, and often enough, the resolution involves at least a little jail time. It’s a serious penalty to pay, and...

What The New Generation of Teachers Wants for Retirement
It’s long been said that each generation has their own set of economic hurdles to climb—from the Great Depression to the slump of the early 2000’s, financial times have not always been kind to young adults. Finding your place in the world is one thing, gaining sound...
The Role of Financial Professionals in Your Charity
When your day-to-day consists mostly of striving for the betterment of others, looking out for your organization’s best interests can get lost in the shuffle. The unique thing about your work as a non-profit organization is that keeping your company in the black is...
Early Retirement as a Police Officer
Your career has been defined by stepping up when everyone else is running away. Your priority is preserving the safety and security of your community. For you, the proverbial “line of fire” is a very real thing, and you’ve embraced it on a daily basis. If you’re a...
Female CEOs on the Decline
To say that making Fortune magazine’s “Fortune 500” list is an honor would be an understatement. The company’s annual roundup of industry giants spans the 1,000, 500, and 100 benchmarks, each proving more exclusive than the last and showing the world that those...
Insurance Options for Non-Profits
When we think of nonprofit organizations, many admirable qualities come to mind. We envision charities, foundations, and social advocates—those who have turned their humanitarian passion into well-executed efforts for change. While all of that is right on, it’s really...
What Disaster Could Mean for your Small Business
To say that the rising cost of natural disasters in America is devastating would be an understatement—in 2018 alone, we’ve seen areas of the Southeast decimated by hurricanes, large portions of California burnt away by wildfires, and death tolls from weather events...