10 Things to Do Before December 31st

By Greg Hart, CFP® The new year is right around the corner! As 2022 comes to a close, many people are looking ahead to a more positive financial outlook in 2023. While this year has brought about many concerns for investors, including market volatility and ongoing...

5 Small Business Tax Tips to Steer You Through the Rest of 2022

By Greg Hart, CFP® 2022 has been a bit of a rollercoaster. With mass uncertainty surrounding a recession, high rates of inflation, and ongoing supply chain issues, we have certainly had a lot of obstacles to deal with. As we head into the final quarter of 2022, here...

Newsletter: September 2022

Macro Overview Recession fears weighed on markets as equities pulled back from a mid-summer rally thatmany analysts suspect was short-lived. U.S. equities began August in rebound mode butreversed course to end the month in negative territory. Crude oil and gasoline...

Newsletter: August 2022

Macro Overview Recession concerns are rising as company earnings, employment data, and economic growth estimates continue to demonstrate an expected slowdown in the economy. Second quarter Gross Domestic Product (GDP) released in July showed a -0.9% decrease in GDP,...

Reassessing the Non-Financial Part of Retirement

By Greg Hart, CFP® It was a milestone that seemed so far off into the future: retirement. Now that retirement is finally upon you, how are you going to spend your time? Depending on what age you retire, you potentially have more than 30 years left to do all the things...
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