by Michael Holloway | Sep 1, 2021 | Investing
If you’re like many small business owners, you probably get caught up in the day-to-day management of the urgent. Unfortunately, that means your retirement plan, and the retirement options you set up for your employees, won’t be on your radar until it’s too late. The... 
by Robert Scholes | May 6, 2021 | Investing
If we’re going to be good managers of the money we have, we need to know how money actually works. The financial world has no shortage of buzzwords, which can be confusing to people who are just beginning to build their investment portfolios. Here, we share (and... 
by Robert Scholes | Apr 9, 2021 | Investing
Bitcoin, the most popular form of cryptocurrency, has seen a meteoric rise in popularity since the mid-2010s. But you may be wondering what cryptocurrency actually is. Should you invest in it? How do these digital assets translate to actual dollar values? Is it worth... 
by Jason Deshayes | Jun 4, 2020 | Investing, Taxes
A Roth Conversion Could Benefit Your Business Key Points The pandemic forced many businesses to shutter. For business owners with taxable loss, a Roth conversion could be a way to rebound. Just because conditions are favorable for a Roth conversion doesn’t mean that... 