Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along. 

“An investment in knowledge pays the best interest.”
―Benjamin Franklin

Friday, June 4, 2021

The Hotel Industry is unique in that like a commercial product a hotel follows a definite life cycle. If a hotel owner does not keep this in mind, their facility can quickly become worn out and dated in comparison to their competition....

Thursday, May 13, 2021

The “Startup Jobs and Innovation Act”, properly evangelized within the economic development eco-system, can be reasonably expected to create jobs by nudging innovative technologies into the promised land of commercial...

Tuesday, April 27, 2021

As we move into Spring, there appears to be a sense of optimism over future economic growth prospects. The University of Michigan’s Consumer Sentiment Index rose to 84.9% in March[1], the highest reading since the outbreak of...

Thursday, April 22, 2021

All across the nation, Civil Engineering Firms are consistently missing out on millions of dollars in Federal Tax Incentives! How? Simple. Federal Tax Incentives have been crafted, passed, and signed into law making hundreds of...

Friday, April 9, 2021

If you have yet to hear; Local, State, and Federal Governments have been feverishly enacting numerous incentives to help stimulate business economies. Due to the high tax brackets of most medical practitioners, these incentives are now...

Show All

Monday, April 5, 2021

Restaurants have several major tax incentives available to them, yet most are not taking advantage and consequently losing money. The main programs that most in this industry are missing out on are:Engineering-based Property Cost...

Saturday, March 27, 2021

A Message From Carol Are you taking ownership of your life? In other words, are you spending your time intentionally, or are you allowing life to happen to you? We can’t always control our circumstances, but we are never without...

Friday, March 19, 2021

Every year millions of dollars go unclaimed by businesses that think they can’t take advantage of R&D tax benefits. So if you think research and development (R&D) tax credits are only for large corporations or big scientific...

Thursday, March 11, 2021

The House of Representatives passed a $1.9 trillion relief package focused on economic relief following the COVID-19 pandemic. The bill was signed into law at the White House on Thursday.1Beyond the much-discussed $1,400 stimulus...

Thursday, March 4, 2021

Stock indexes finished the month mostly positive in a trading pattern that was oddly similar to January’s. Strength in the first half of the month gave way to weakness in the second half, but this time around the sell-off did not...

Friday, February 26, 2021

Most of us have a basic understanding of how credit and debt works based on our personal experiences. We borrow someone else’s money (the bank’s, the mortgage company’s, a friend’s), then we buy something and...

Tuesday, February 23, 2021

On Bubbles and Bitcoin Part 1: How Bubbles Inflate There’s been a lot of talk about bubbles lately; stock indexes are at all-time highs, real estate prices are posting record increases, GameStop stock rose 1,700% in four weeks...

Thursday, February 18, 2021

2020 will forever be remembered as a year of major changes in how we live our lives, whether it be social distancing, or distance learning, or remote workplaces. And thanks to the Consolidated Appropriations Act of 2021 that Congress...

Thursday, February 11, 2021

Disruptive technology has come to the financial world. Bitcoin and other digital currencies are reshaping how we think about money. As Peter Diamandis observes, cryptocurrencies are making money “more digitized, dematerialized,...

Monday, February 8, 2021

No matter what is happening in the world at large, a change of mindset is the most powerful strategy. To THINK is about more than financial strategies (though those are important). The principle also refers to our thoughts around money...

Thursday, February 4, 2021

Stock indexes spent most of January continuing to grind higher before a sell-off over the last few days of the month led to mixed returns by the end. The S&P 500 was up as much as 2.7% on January 25th but finished the month with a 1.0%...

Monday, February 1, 2021

It’s been a year since the first Coronavirus infection was reported in the United States. And nearly a year since the first state-wide stay-at-home order. Since we’re all a little (or a lot) more isolated these days, it can...

Thursday, January 28, 2021

The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and...

Thursday, January 21, 2021

If you scan the financial headlines for 2020, it looks pretty grim. Whether it’s unemployment numbers… Or small businesses permanently closing their doors… Or even giant corporations filing for bankruptcy…...

Monday, January 18, 2021

When we hear the word “insider trading,” most people think of something illegal. Images of Martha Stewart being hauled off to jail in an orange jumpsuit start racing through our heads. But the fact is, it is not against the...

Sunday, January 17, 2021

The end of year rally continued through December. Of the equity and fixed income indexes that we report in this space, all but one rose for the month. Small caps continued to outpaced larger companies with the S&P 600 posting an 8.3%...

Thursday, December 24, 2020

For many of us, 2020 has been a year unlike any other. For some, it’s brought hardships that have tested the hardiest of souls. For others, it has brought unspeakable loss. Yet, we press on, and as we do, we may be surprised to...

Monday, December 21, 2020

The start of the holiday shopping season can provide important clues about the economy's state and, more importantly, overall consumer confidence. So far, the results have been a “mixed bag” with empty malls and busy...

Friday, December 4, 2020

MARKET SUMMARY Buckle up, the rally is on! Equity and, to a lesser extent, fixed income markets surged during November on a tandem of huge news items. First was the fact that the 2020 election resulted in a mixed government, and that...

Monday, October 12, 2020

I spent much of last year waking everyday only to be more tired than the day before. I would anticipate every weekend, hoping it would be the recharge I desperately needed. I tried being active; I tried being inactive. I tried long...

Monday, October 5, 2020

The stock market fell back to earth during the month of September. Months of endless gains left us overdue for a correction and gridlock in Washington over further stimulus seemed to provide the perfect catalyst. US indexes were down...

Tuesday, September 15, 2020

CEO’s are about the thrill of the deal, achieving something no other person has, the adventure, the vision! Terms like survival, and cost cutting are something they’re willing to tolerate, but only as a means to the next...

Tuesday, September 8, 2020

Stock indexes spent the month of August defying belief. The S&P 500 (7.2%) and NASDAQ Composite (9.7%) both climbed to intraday record highs on the final day of August trading. Those gains were mirrored by major indexes across the...

Tuesday, September 1, 2020

Keeping clients informed of new or expanded Federal tax programs is very important to us. We've identified a tax credit that your business immediately qualifies for. This program falls under the Worker's Opportunity Tax Credit (WOTC),...

Tuesday, August 25, 2020

Depending on your answer, you could be getting bad advice which puts more money in the IRS’s coffers (and leaves less in your pocket). Below is the crux of a typical tax preparer’s opinion regarding Engineering Based Cost...

Thursday, August 20, 2020

Cost Segregation on Older Buildings? It is impossible for me to calculate the number of calls I’ve had with building owners and CPAs on the subject of Cost Segregation. Working some numbers in my head (ok, on my calculator), the...

Sunday, May 3, 2020

Many people think the only thing wrong with the economy is the coronavirus lockdown and the social distancing rules that have shut businesses across the country. Of course, the lockdown has been devastating. But the economy was...

Friday, April 24, 2020

Respect the Time Horizon Anyone who has taken a risk tolerance or asset allocation questionnaire has answered a question regarding the time horizon for their investments. Taking time horizon into consideration allows us to have a...

Friday, February 14, 2020

How the SECURE Act Impacts Inherited IRAs Last week, we published an article summarizing many of the changes the SECURE Act brings to retirement plans. These include new rules regarding retirement plan contributions, distributions, the...

Friday, February 14, 2020

As we approach Valentine’s Day, millions of Americans will celebrate with special dinners, cards, flowers, chocolates, and “I love you’s.” Whether you’re a fan of Hallmark Holidays or not (I’m not),...

Monday, February 3, 2020

At the end of 2019, Congress passed the biggest bill affecting retirement accounts in more than a decade. (You may have been unaware of it since the news cycle has been filled with the impeachment drama!) Today, we summarize the SECURE...

Wednesday, October 25, 2017

The 401(k) is often considered the no-brainer, gold standard of retirement plans. But far from being a bedrock retirement plan, the 401(k) started as an experiment in 1981 and still has to prove itself. Those who decided to be a...