Introduction to Impact Investing: History, Strategies, and Trends
When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways ...
Paycheck Protection Program (PPP) Loans: Round 2 Updates
The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck Protection Program (PPP) loans as ...
The One Question All Trustees Should Ask Themselves
Have you ever seen the show The World’s Most Extraordinary Homes? My favorite segment in each episode occurs when the ...
Holiday Reading List 2020
In a year like no other, being at home for the holidays may present you with extra free time for ...
Bitcoin: A Brief Update for U.S.-Based Individual Investors
The following post will attempt to provide an overview of bitcoin’s current status. Please note that although we have made ...
Preparing to Sell Your Business: How to Optimize the Sale and Transition
We’ve worked with entrepreneurs over the years who have poured their hearts and souls into their businesses. And when the ...
Choosing Executors, Trustees, and Guardians for Your Estate Plan
Who would you trust to take care of your children if something happened to you? Who would you trust to ...
Paycheck Protection Program Flexibility Act
New Legislation Could Help Business Owners with PPP Loan Forgiveness Process After being approved by the senate early last week, ...
PPP Loan Forgiveness: Creative Planning Strategies to Consider
On May 15th the SBA released the PPP Loan Forgiveness Application for the Paycheck Protection Program loans, including detailed instructions ...
Estate Planning 101
The purpose of this white paper is to provide you with an overview of estate planning basics. Establishing or revising ...
Balancing the Risks & Rewards of Concentrated Stock in Your Portfolio
It’s been proven that a well-diversified portfolio can be crucial in attaining long-term financial goals – spreading your investments across ...
How is Special Education Impacted by COVID-19?
How are special education services affected by the Coronavirus and social distancing? What can parents expect during this time? As ...
