Blog

When Thanksgiving rolls around, the holiday shopping season comes into full swing. While many people prepare their strategy for Black Friday shopping, a lot of them forget about the second shopping holiday that weekend: Small Business Saturday.

Avoid Breaking the Bank This Holiday Season
December 1, 2020

How is it that time of year already?! Time goes by fast, and so can your money during this time of year! The holiday season always makes me think of the classic movie “Home Alone.”

Weekly Market Commentary

November 23, 2020

The Markets

The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero to 60 in 2.5 seconds. Neither does the U.S. economy.

Donating to charity is one way that people can help to change the world for the better, and as an added bonus, your contributions may even qualify you for a tax deduction. But with so many great charities around the country, how can you decide where to donate? 

To help you narrow down your choices, take a look at this list of national charities sorted by category. 

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you.

Coronavirus & Life Underwriting
November 15, 2020

The Coronavirus has impacted every aspect of life in 2020. Social distancing, face-covering mandates, and limits on gatherings are a part of daily life. Businesses have transformed the way they serve their customers and how their employees work. All of this is true for Life Insurance Companies and their employees, but the Coronavirus has presented them with additional challenges regarding how they underwrite individuals for life insurance.

Weekly Market Commentary

November 16, 2020

The Markets

Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole lot more than that to financial markets.

When one door closes, another opens—and entrepreneurs who keep this mantra in mind are more likely to remain on top once the world has moved beyond the novel COVID-19 pandemic. What can business owners and other entrepreneurs do to adapt to a consistently shifting set of circumstances?

Weekly Market Commentary

November 9, 2020

The Markets

It’s said markets hate uncertainty, but that wasn’t the case last week.

Despite tremendous uncertainty about the outcome of the United States election, major domestic and international stock indices moved higher and the CBOE Volatility Index, better known as Wall Street’s fear gauge, moved 35 percent lower. Ben Levisohn of Barron’s reported: