The Importance of Staying Calm During Market Volatility
Despite the short-term volatility in the market, it’s important to remain optimistic about the long-term outlook.
Navigating Market Volatility: Strategic Insights Amid Rising Trade Tensions
The announcement of blanket tariffs on all foreign goods coming to the U.S. resulted in a sharp market selloff yesterday. Indications for today show no reprieve, as China, the world’s second-largest economy, is imposing its tariffs on U.S. goods. While historically, similar sparks have ignited a global trade war, immense uncertainty remains. Further retaliatory announcements…
The Importance of Placing Properties in an LLC for Estate Purposes
Estate planning is one of the most thoughtful decisions property owners can make when placing real estate assets in a Limited Liability Company (LLC). Many people think estate planning is just about writing a will, but it involves much more—especially if you own valuable property. Using an LLC for real estate can provide legal protection,…
The Difference Financial Planning Can Make
Financial planning can have many definitions. It can relate to your business, your finances, or your family in general. This exercise provides a road map of where you have been financially, where you are, and where you want to go. I am often asked how frequently I should partake in this exercise, and my answer…
Understanding Interest Rates in the U.S. and How They Affect Deposits, Lending, and Mortgages
Interest rates play a pivotal role in the U.S. economy, influencing everything from consumer spending to business investments. These rates determined mainly by the Federal Reserve (“the Fed”), directly affect the cost of borrowing and the returns on savings. For individuals and businesses, understanding how interest rates rise and fall—and the ripple effects these changes…
Introduction to Digital Asset Investments
Since the emergence of Bitcoin in 2009, digital assets have gained popularity at an exponential rate. Digital assets encompass a wide range of electronically created and stored items that hold value, including cryptocurrencies, tokens, and digital collectibles (Smith, 2025). At the core is blockchain technology, which utilizes encryption techniques to ensure the authenticity of digital…
Women Entrepreneurs: Breaking Barriers and Redefining Success
Women entrepreneurs are transforming economies worldwide, driving innovation, and overcoming systemic barriers to success. In 2024, women-owned businesses accounted for 39% of all businesses in the U.S., employing 12.2 million workers and generating $2.7 trillion in revenue1. Despite these achievements, women entrepreneurs continue to face challenges in accessing capital, securing industry representation, and gaining visibility.
Women & Wealth: The Duality of Money
According to McKinsey, the great wealth transfer is upon us and American women stand to control approximately $30 trillion by 2030.1 This shift in wealth presents opportunities and challenges for female investors and financial decision-makers, and understanding our biases, emotions, and financial behavior about money will help us manage our wealth and teach the next generation the importance of financial responsibility.
Turbulence Ahead: Stay Informed and Prepared in Tax Planning
Now is the time to prepare for the potential volatility ahead in 2025 tax planning. With massive tax increases scheduled for year-end, this may be the most consequential year for tax legislation since the 2017 Tax Cuts and Jobs Act (TCJA). As the TCJA sunsets, increases to marginal tax brackets, decreases to gift and estate…
Steps To Take in The Face of Federal Loans and Grants Uncertainty
The nonprofit sector found itself in unprecedented territory on January 27, 2025, when the Office of Management and Budget issued a memo announcing a pause on all federal grants and loans. Many nonprofit organizations rely on federal funding to support their missions, provide lifesaving aid and resources to their communities, and bolster their operations. Though…