Max Billmyer Joins Our Firm Max Billmyer has been into public accounting ever since the beginning of his professional career. He’s honed his accounting and tax skills in places like…
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Will ESO’s Gain Popularity?
If you’ve been following the financial news media, the war for talent has intensified. The search for good employees that obsesses tech companies has spread to other industries. After almost…
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Earnings and Personal Planning
This article begins with some uncommon guidance from an news editor friend of mine. I say uncommon as the focus was to be about personal financial planning from an earnings…
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Increase Wealth With Certainty
Which do you find more fun, spending or saving? If you answered saving, I’d be very surprised! Most people, me included, love to buy things. However, to be able to…
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The Game of Risk
Have you ever heard of the game of RISK? RISK is probably the best known and most played war game. The game of RISK was first released in France in…
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Lagging Economic Indicators
What drives your economic thinking? What information contributes to your business decisions? Or, your investment decisions? I pose these questions because a great many people are influenced by recent events. …
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Coincident Economic Indicators
It has been almost 235 years since the signing of the Declaration of Independence. And, since then the United States of America has developed the largest economy on the planet. …
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Leading Economic Indicators
Leading Economic Indicators are useful for helping to predict turning points in the economy. Although they are not always as useful as they promise. However, business managers, consumers and investors…
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Federal Reserve and Its Powers
Are you aware of the role of the Federal Reserve and it’s powers? Whether considering personal finances, investing, buying a house or developing a business strategy, you should have a…
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Goal of Estate Planning
For many clients and advisors, the central goal of estate planning it to pass as much wealth to the next generation as possible. This thinking suggests that protecting assets is…
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