October 12, 2024
For the first half of 2024, large cap growth stocks in the U.S. returned over +23%, the best performing asset class by far.
October 5, 2024
I Thought The 60/40 Portfolio Was Dead??
At least that’s what the financial media was saying in 2022 when the 60/40 was having its worst year in past 50 years, returning -17.8%.
September 21, 2024
Business owners are using Cash Balance Plans to significantly reduce income taxes and supercharge retirement savings.
September 7, 2024
The IRS released Revenue Procedure 2024-25 to provide the inflation-adjusted limits for health savings accounts (HSAs) and high deductible health plans (HDHPs) for 2025.
August 31, 2024
How about a 6.40% yield* for a AA rated school district? Sounds interesting, right? If you are a small business owner in California, looking for passive income, and tired of being gouged by taxes, consider California Municipal Bonds
August 17, 2024
Independent Contractor vs. Employee
Do I have independent contractors or full-time employees? If you hired workers for your business, knowing the difference between these two designations is critical. The Department of Labor final rule on independent contractors went into effect on March 11th.