Videos

2021 Year-End Review We are finally into a new year, but we are still seeing the same headlines. Rising interest rates. Inflation surging. Build Back Better is back on the Senate floor. The media has proven to continue to be in the business of selling advertising and not financial advice! Roth conversions are still available, and more.

Bitcoin: It's hot...It's not....Here is a brief educational video about the basics of cryptocurrency. Gain an understanding of the risks, and potential applications of cryptocurrency.

Q3 - 2021 Quarterly Market Summary With the exception of emerging markets, the global equity markets were pretty quiet along with the global fixed income markets. We discuss some of the key headlines coming out of capitol hill regarding tax law changes on the horizon.

Our trusted business advisor and friend, Gene Roberts joins us about the importance of having structure in your business. Structure for effective accountability, and structure for efficient communication. Gene explains the basics of the Entrepreneurial Operating System (EOS), and how it can transform your business.

Are you considering early retirement? Did you just receive a severance? Many would love to be able to retire early, but just not sure if they can. There are some unique challenges that only early retirees will face. Join us as Managing Partner, Tim Smith walks us through how to navigate many of those challenges, and some specific planning strategies you could consider when planning for your own retirement or severance planning. Learn how to handle your pension, 401(k), deferred compensation, stock compensation, and more to mitigate taxes and maximize wealth during retirement.

Q2 - 2021 Quarterly Market Summary "Everything is Bigger Everywhere" is the title of this quarterly summary as global equity markets surge. Oil prices hit a two-year high as OPEC sees more demand. A cyberattack on US pipeline forces closure. US inflation hits 13-year high as prices surge. The fed pencils in earlier than expected interest rate increase.

Q1 - 2021 Quarterly Market Summary A full year after the start of the pandemic, we reflect back on the victory lap small cap stocks have taken over the last year. A year ago, the headlines were "at least a fourth of the US economy goes idle from lockdown" and "decade of job gains erased in April". What a difference a year makes. The Dow closes above 33,000 for the first time, and the Russell 2000 up 15% just this year.

Join our trusted colleagues and estate planning attorneys, Benjamin Kelly and Amy Koontz as we discuss the key factors to consider in crafting your family's estate plan. Learn how the current tax environment might be creating the best opportunity for preserving and protecting multi-generational wealth we have ever seen or may ever see.

Join Managing Partner, Brian Sak as he unpacks the potential tax legislation that is slated as part of the Biden Tax Proposal. While time will only tell which of these pieces of legislation will actually pass into law, it will most certainly give you a key insight into what lawmakers are focused on right now.