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Investing in cryptocurrency is a popular topic right now. The market is full of excitement and extremely volatile. It’s hard to not want to get in on the action. However, while many people have made significant profits from investing in cryptocurrency, others have lost everything they put into it. If you’re considering investing in cryptocurrency […]

Financial Tips with Daniel Finance 101: Budgeting, Saving, & Investing Holly: Hello and welcome everyone to financial tips with Daniel! Today we’re talking financial basics. Daniel, what can tell the average investor about getting their finances on track? Daniel: Well, even though I work in a complex financial world, I like to keep it simple. […]

One strategy most aging real estate investors could benefit from is a 1031 exchange from income-producing real estate into an income-producing Delaware Statutory Trust (DST). This change allows the investor to continue earning steady income on their capital while deferring capital gains tax and spending less time on the more mundane tasks associated with being […]

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, […]