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Building a Fortress Balance Sheet

May 26, 2021

The best way to weather a storm is often by being prepared before the storm hits. In the case of small businesses, this means building a fortress balance sheet. Like a frontier outpost or an ancient walled city, businesses that prepare for a siege—in the form of a recession, natural disaster, pandemic, or adverse regulatory change—can often hold out until the crisis passes or the cavalry arrives.

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How to Protect Your Kids Online

May 20, 2021

Do you know what your kids are doing online? That question may seem like it has a simple yes or no answer, but that’s hardly the case. With so many streaming platforms, social media outlets and new gaming options popping up every day, it’

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Helping Your Fellow Business Owner

May 18, 2021

Your firm survived 2020. Now you may be asking yourself, when will the economy return to pre-pandemic levels? Will it be this fall? A year from now? Longer?

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The Art of Bill Paying

May 13, 2021

Paying bills is an inevitable part of everyday life, but that doesn’t mean it has to be stressful. Here are some ways to get control of your budget and perfect the art of stress-free bill paying.

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Taxes: These Basics are for Everyone

May 11, 2021

Understanding how our tax system works can be tricky for anyone. Whether you're an adult who never paid much attention to the taxes being withheld from your paycheck or a kid who just got his or her first job, understanding the basics can help refine

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Tax History Trivia!

May 5, 2021

With the IRS moving tax day back for all U.S. filers for the second time in as many years, it’s time once again for a fun diversion by looking back at tax history! Test your tax knowledge using these questions to stump your friends and family.

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April Market Recap - Is It Time to "Sell High"?


Here is a recap of market performance for the month of April and year-to-date: Stocks appreciated in April, with US large cap up over 5%, international stocks following close behind, and US small cap behind both. During this timeframe, bonds have rebounded and posted positive returns. Year to date, all stock categories are positive, and small cap stocks leading the way. Bonds are still negative on the year.

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