There is no doubt that our country, and our world, are facing some very serious challenges ahead. Inflation is high, there is fear of recession, and we are divided as a nation. However, there are opportunities that present themselves to us during this…
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Current Trends
Data Analytics, How the Right Data Insights and Technology Can Take Your Company to the Next Level
In this week’s Bridge to Wealth we’re welcoming Ken Scales, Owner and CEO of Scalesology, Ken and I will discuss why and how a data analytics company can help business owners maximize profitability, streamline operations, and help take their company to the next level. In…
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Beyond tax filings, How a good CPA can help business owners better manage profitability,operations, and risk reduction.
In this week’s Bridge Towards Wealth, we talk to Caleb Lendy, Partner at Bronswick Benjamin PC, and we’re going to discuss why and how a CPA firm, beyond the required tax return filings and financial statement work, can help young business owners better understand and…
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Bridge Towards Wealth with Dan Galos
We’re welcomed by Dan Galos, a Vice President at The Horton Group, and we’re talking all about risk management in a business today. With the current environment that we’re in, it’s a major concern across all types and sizes of business owners. Please feel free…
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Inflation, the Fed, and Recession. It’s Not Linear.
The June CPI number came in at 9.1%. This is not only the second consecutive month that we’ve seen an increase – it was a whopper. Consensus expectations were for an 8.8% annualized increase in inflation. This huge spike came after the Federal Reserve…
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July Market Commentary: Will the Fed’s Rate Resolve Lead to Recession?
June Recap and July Outlook After a barely positive May, June saw the bear market return across indices. We ended up with the worst first half performance since 1970. A mid-month 75 basis point rate increase, followed by Fed Chairman Powell’s testimony to Congress…
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June Market Commentary: Lions and Tigers and Bears, Oh My
May Recap and June Outlook The Fed lion has found the courage to increase interest rates drastically, the inflation tiger is still ambushing the economy, and now the stock market is flirting with bears. The question for investors is: Are we still deep in…
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Recruiting and Retaining Talented Employees to Help Your Company Grow
You’ve probably read the “Great Resignation” headlines or seen the current low unemployment rates. If you’re like most business owners, one of your biggest perennial challenges is hiring and retaining a talented workforce. The current tight labor market only means being able to attract workers…
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Is Now A Good Time To Invest Money In This Market?
A question I have been getting a lot lately is whether it is a good time to still invest in the market. With Inflation, wars and other assorted craziness going on in this world, the current volatility in the markets has a…
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Is Back-Door Roth Going Away?
Did you know that there could be some major changes coming to the backdoor Roth IRA? The recent proposed tax changes have gotten a lot of attention in the news lately. This has also spawned quite a few questions from clients and acquaintances. Perhaps the…
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