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5 Ways a Financial Advisor Can Benefit a Small Business Thumbnail

5 Ways a Financial Advisor Can Benefit a Small Business

At a certain point, a business owner’s gut is no longer sufficient for making critical financial decisions. As business expands and operations accelerate at a faster pace, owners begin to lose grasp over the many areas they are tasked with managing.

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How to Prosper During Market Volatility Thumbnail

How to Prosper During Market Volatility

Investing your money—and investing it well—is not easy to do. After all, anything worth doing properly in life takes time, effort, and consideration. But investing well becomes increasingly difficult during times of market volatility. Is it still possible to prosper during these periods?

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What You Need to Know About Behavioral Finance Thumbnail

What You Need to Know About Behavioral Finance

When the markets move—for better or for worse—it can be easy to want to act. In a bullish environment, you may be feeling lucky and tempted to “double down” or jump on the bandwagon to ride the earnings wave. But when values turn south, you may be the first to jump ship and stay out...

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The Student Loan Forgiveness Push Thumbnail

The Student Loan Forgiveness Push

With so many Americans dealing with what can be crushing debt that keeps them from making bigger purchases, buying houses or starting families — all things that can help the U.S. economy — the topic of student loans and specifically student loan forgiveness, has been pushed into...

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Top 3 Facts Investors Need to Know About Bitcoin Thumbnail

Top 3 Facts Investors Need to Know About Bitcoin

Even if you’re not a gamer or Wall Street follower, you’ve probably been hearing a lot over the past few weeks about GameStop and how small-time investors are giving billion-dollar hedge funds a run for their money. These kinds of trends in the investment world pop up from time to...

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The 2020 Pandemic and Your Taxes Thumbnail

The 2020 Pandemic and Your Taxes

Tax time is upon us, but this year is a little different. We experienced a global pandemic last year, and its effects are still wreaking havoc around the world. A staggering number of business closures resulted in historic job losses.

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14 Documents Business Owners Need to File 2020 Taxes Thumbnail

14 Documents Business Owners Need to File 2020 Taxes

Your Small Business Tax Preparation Checklist. Tax season is here, and if your CPA hasn’t yet requested your tax documents, it’s time to get organized. You don’t want to be scrambling at the last minute on top of juggling your business operations.

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Top 10 PPP Facts Business Owners Need to Know Thumbnail

Top 10 PPP Facts Business Owners Need to Know

On December 21st, Congress passed a much debated (and much smaller) second stimulus package which includes, amongst other types of assistance, a second wave of the Paycheck Protection Program (PPP) & Small Business Loans.

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Can Employees Claim 2020 Home Office Expenses? Thumbnail

Can Employees Claim 2020 Home Office Expenses?

As many of us have transitioned (fully or partially) to working from home, we have spent some cold hard cash making our living space more conducive for working. From supplies to a new desk or a faster internet connection, your expenses may be adding up.

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