Entries by Kiley Perkins

Opportunity Blooms in Tax Season

Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. View Full Article

Who Should You Choose to Execute Your Estate?

When selecting a personal representative, consider the role’s many responsibilities. Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor to be chosen as an executor, it’s also a demanding commitment consisting of more than two dozen responsibilities and liabilities. For instance, an executor can […]

Wise Words From Six Wildly Successful Women

Learn how these well-known women stay focused in a chaotic world. It’s easy to feel like highly successful professionals have more hours in a day than the average person. How else do they manage to accomplish so much? The truth is, maintaining a high level of productivity often stems from making deliberate choices. Here’s the […]

Draft the Players Your Financial Team Needs

When hiring tax, legal and other professionals, a spirit of collaboration is key. Take it from legendary coach Vince Lombardi: “People who work together will win, whether it be against complex football defenses, or the problems of modern society.” Similarly, a well-rounded team of professionals working in harmony can be a game changer for your […]

Your Business Deserves an “Estate Plan”

Drafting a succession plan now can help your business stand the test of time. As a business owner, you’ve invested so much into making your business successful – hard work, time, money, energy. It’s truly hard to imagine your business without you. But chances are there will come a day when someone else will take […]

Does Appreciation Matter?

January 25, 2021 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Why do you buy a house? I don’t have any empirical evidence to back this statement, so know that I am assuming the majority of people buy a house for shelter. Sure, there are people who buy and flip […]

3 Myths About Voting and Market Volatility

When it comes to investors’ decisions about the market, the election is just one factor among many. Every four years, the U.S. presidential election brings uncertainty – something the human mind, and markets, tends to dislike. But if you’re concerned that the markets will dive or thrive based solely on who is in the oval […]

We Might Be Here For A While

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Last summer, the lower bound of the Fed Funds rate was at 2.25%. Six months after that, the Fed had lowered it down to 1.50%, and by March it had fallen to 0.00%. The slow and methodical three year climb of the […]

4 Priceless Money Lessons for Kids

Financial literacy is a gift that lasts a lifetime. Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6 students will be […]

6 Ideas for Building a Lasting Career Legacy

Making your mark through your work doesn’t have to take a lifetime. If you left your job today, how would you be remembered? Thinking of the legacy you’re creating through your career or business helps you focus on the big picture – and enables you to maximize your influence for decades to come. People rarely […]