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Tax season is quickly approaching. As a small business owner of two six-figure businesses myself, keeping taxes down has always been something that I’ve been focused on and aware of. This can be the make-it-or-break it secret sauce for your small business. Keep on reading to hear some of the tips and tricks I’ve learned […]

This article is all about taking the time to plan for your future by choosing the right retirement plan for your small business. It will provide a brief synopsis of which type of retirement plans are offered, what they entail, and who they’re best suited for. In the future, we’ll write more articles about each […]

What is a ROTH Conversion? A ROTH conversion is a simple way to change your traditional IRA funds into Roth IRA funds.1 The utility of this action, of course, is that Traditional IRA funds are pre-tax, meaning you have yet to pay taxes on them, while ROTH IRA funds are after-tax, meaning you’ve already paid […]

Stocks, and even bonds this year have given us lackluster performance, but there are still steps we can take to see the silver lining and bring a positive outcome out of a negative experience. When investments in a taxable account such as an individual or brokerage account perform negatively, you can sell them at a […]

After a recent White House announcement, student loan borrowers are excited to have up to $20,000 forgiven! Read on to learn how to qualify for Biden’s Student Loan Forgiveness Program, when to apply, how much of your loans will be forgiven, and more!  Do I qualify for Biden’s Student Loan Forgiveness Program?  In late August, […]

After two months in the business, we have a lot of exciting news to share! We are managing $6 million! We are growing! We are advertising! We raised our client account minimum to $250,000! Daniel was chosen to be a referral partner with a nonprofit serving veterans. Daniel helped sponsor a bowling tournament for good […]

On Tuesday, August 16, 2022 we had our ribbon-cutting ceremony as part of the Williamson Road’s shared office space ribbon-cutting. The mayor, city council members, friends, family, and clients were in attendance! Daniel was also featured on local tv. Here’s the link to the coverage on channel 10! After only 6 weeks in the business, […]

I am by no means an expert on vanlife, but in the short 16 months since finishing my van build I have had some pretty amazing weekend trips and I am planning a month long extended trip out west (I’m based in Virginia) where I’ll visit Vanfest outside of Salt Lake City and kill three […]

Financial planning is complex. I could write a blog about standard deviation, net unrealized appreciation, or backdoor Roth IRA contributions. We’ll save those for another day, but for now, let’s talk about 5 steps everyone can take or should take to get their finances on track. These are the essentials. We can’t move on to […]

In the latest quarterly rebalance for my firm I looked at including a good mix of beat up ETF’s with exposure to growth stocks, tech stocks, international, extended duration bonds (hang with me here), small cap, mid cap, large cap, and, last but not least, my favorite 25 individual stocks with the greatest upside potential […]