Why Graham's 'The Intelligent Investor' Is Still Worth Reading
By Gary SernovitzWhen Warren Buffett says an opus is "by far the best book about investing ever written," it's common sense to concede the point.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 10, 2024
How Clients Can Spend Health Savings Dollars WiselyClients may be surprised about the types of expenses that may qualify for HSA or FSA reimbursement.
October 03, 2024
Debate: Is the 20% Business Income Deduction Worth It?Our tax experts discuss whether the deduction is an equalizer for small businesses or just another exploitable loophole.
October 02, 2024
Clients Waiting Until 70 to Claim Social Security? 3 Bits of Friendly AdviceAs clients get ready to claim benefits, there are some hidden dots to connect.
September 23, 2024
Yes, Your Small-Business Clients Still Must File FinCEN ReportsDespite a court ruling, the Corporate Transparency Act remains in effect for most businesses, with penalties for noncompliance.
September 23, 2024
Debate: Should COVID-Era Health Insurance Subsidies Be Extended?After 2025, the expansion of the premium tax credit will expire unless Congress acts.
September 19, 2024
The 60/40 Glidepath Is Dead for One Simple ReasonFinancial models assuming clients will live to 85 or 90 are at increasing risk of falling short.