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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 …

Market Commentary: A Dovish Statement Reversed by a Hawkish Powell

As expected, the Federal Reserve raised the federal funds rate by 0.75% to the 3.75-4% range on Wednesday. This was the fourth successive 0.75% hike. The initial market focus was on a new line inserted in the official statement, wherein the Fed nodded in the direction of decelerating the pa …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

College Hockey Inc., Episode #105

Today’s guest is Mike Snee, the Executive Director of College Hockey Inc. He is a talented hockey executive with experience in amateur hockey and the NHL. Mike is College Hockey, Inc.’s Executive Director and guides their marketing efforts to promote men’s college hockey and its …

Unclaimed Funds

  Have you ever moved? Misplaced a check? Forgot to close a bank account? Many reasons would cause funds to escheat to the state and have them added to the running total of unclaimed funds in the United States.  According to a Forbes article in 2020, there was over $49 Billion in uncla …

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