Happy New Year and welcome to 2025! We hope you and your family had an enjoyable holiday season. We thank you for giving us the opportunity to help you pursue your financial goals. We are excited to see what the new year will bring. The year 2024 was filled with many significant events, but overall, […]

Starting in 2024, corporations, limited liability companies (LLCs), limited partnerships, and other entities that file formation papers with a state’s Secretary of State’s office (or similar government agency) will be required to comply with the Corporate Transparency Act (“CTA”) and must file beneficial ownership information (“BOI”) with the U.S. Treasury Department’s Financial Crimes Enforcement Network […]

Equities are Non-Partisan It would be safe to say that this election season intensified emotions and left many investors uncertain of how the results could impact equity markets and their investments. However, savvy investors have learned that equity markets have historically cared more about an election being over than they have about who won. While you may be […]