October - 2018

Blog: Blog

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The market’s bad weather and why waiting brings success

How Geopolitical Conflicts Impact Investment Decisions

Great AI tools to help jumpstart your new business

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How to not pay capital gains tax (Opportunity Zones)

If you’re fortunate to have an imbedded capital gain, either from company stock or other investments held during the last decade...

Flex Spending Account vs Health Savings Account

It’s that time of year you can elect your benefits through work. Your employer may offer a Health Savings Account (HSA) and/or a Flexible...

Market analysis: the wake of rising rates

Global markets sold off last week, effectively erasing gains so far this year. This comes in the wake of increasing U.S. Reserve rates,...

Preparing for open enrollment

It's almost that time of year when you can opt-in for for benefits through the Affordable Health Care Act or for group benefits through...