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Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

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The Sock Queen, Episode #109

Lisa Riggs is the founder and CEO of Spirit Sox USA. Known as the “Sock Queen,” Lisa founded her company to make a difference in the world with each pair of customized socks. By collaborating with her customers to design unique socks and incorporating their branding, Lisa has found a niche …

Kura Home, Episode #108

Daniel Felt is the Founder and CEO of Kura Home. Daniel grew up on a hobby farm and began working for the small family business starting at a young age. At age 16, he helped his parents build their dream home, learning everything from concrete pouring to siding installation. After studying …

What Is A Stock Split?

Stock splits are a regular occurrence on stock exchanges and are sometimes misunderstood.  The most typical splits are forward split where a shareholder will receive more shares as a result of the split.  We will reserve the ability to go over reverse stock splits in a future blog. Publicly …

Dr. Mark at Disney, Episode #107

Today’s guest is Dr. Mark Penning, Vice President of Disney Animals, Science, and Environment for Walt Disney Parks and Resort. He oversees animal care and environmental initiatives around the world and leverages field conservation initiatives supported by the company. His team shares inspi …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Taking A Bite Out of Entrepreneurship, Episode #106

Today’s guest is Dr. Marc Adelberg, founding and Senior Partner of Adelberg Montalvan Pediatric Dental. When not seeing patients, he acts as the CEO/visionary for the team. He and his team are doctors of EOS—the Entrepreneurs Operating System—and credit a great deal of their growth to its p …

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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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