Monthly Archives: January 2017

What You Should Know About Business Valuation

If you own a closely held business, have you ever stopped to think about how much money your business is worth? Many owners haven’t, which is a little surprising when you consider that a successful business may be the most valuable asset they possess. Even if you have thought about your company’s value, you may […]

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How Might A Trump Presidency Affect the Tax Code?

In a recent article we took a detailed look at how the Presidency of Donald Trump might affect the economy and markets. With Trump’s inauguration this week, now is a good time to take a look at how his Presidency might affect the U.S. tax code. Tax Reform Might Be Feasible With Republican control of […]

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5 Big Financial Stories from 2016

With 2016 safely in the rearview mirror, now is a good time to look back on some of the big financial events of last year. Here are 5 of the biggest financial stories of 2016: 1. The stock market’s roller-coaster ride — With the Dow Jones Industrial Average hovering near the 20,000 mark, most people […]

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Why Estate Planning Is Important Regardless of Your Age

Many young couples and families are under the impression that estate planning doesn’t apply to them. They think that only middle-aged or older people with significant assets need to plan their estates. However, nothing could be further from the truth. Estate planning doesn’t have anything to do with age or how much money or other […]

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