Follow Nick on LinkedIn There is a common tension we see with both business owners and high-income executives: the drive to minimize taxes often runs headfirst into the need to access capital. On one side, there is tax planning. You work with your CPA to…READ MORE
August saw a broadening of equity market leadership as optimism around a potential September interest rate cut by the Federal Reserve helped fuel gains across most equity indexes. Inflation data painted a picture of gradual improvement albeit still above the Fed’s 2% target. The personal-consumption…READ MORE
Follow Nick on LinkedIn We’re well past halfway through the year, and if you haven’t already started planning for your taxes, this is your window. Right now is one of the most valuable times to run projections, look ahead, and start answering the question: What…READ MORE
The Federal Reserve, during the meeting in late July, held rates unchanged for a fifth consecutive meeting which was very much telegraphed ahead of the meeting. The louder narrative after the meeting surrounded the two dissents who favored an immediate cut. Fed chair Jerome Powell…READ MORE
Follow Nick Bernardo on LinkedIn Taxes aren’t the flashiest part of financial planning, but they might be the most powerful. Adding tax preparation and strategy into our offering has quietly reshaped how we serve clients and how they experience our work. .embed-container { position: relative;…READ MORE
