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BNPL Is Everywhere—But at What Cost?
Dustin Terry | Jul 1, 2025

BNPL Is Everywhere—But at What Cost?

Planning

This week’s insight looks at the so-called buy now, pay later (BNPL) trend.

Did you know that the back-to-school stretch is the second-biggest shopping season of

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Business Debt Management: Growth Strategies for Small Business Owners
Dustin Terry | Jun 25, 2025

Business Debt Management: Growth Strategies for Small Business Owners

Business
Planning

Entrepreneurs should consider debt as a tool to craft long-term business growth
Careful planning and constant discipline are required when borrowing
We lay out

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Trump Accounts and the Power of Starting Early
Dustin Terry | Jun 17, 2025

Trump Accounts and the Power of Starting Early

Investing
Planning

This week’s insight is a bundle of joy—it’s all about baby bonds.

Amid ongoing tweaks to President Trump’s One Big, Beautiful Bill (OBBB), which we’ve dissected

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Why Americans Still Love Real Estate—and What They’re Missing
Dustin Terry | Jun 10, 2025

Why Americans Still Love Real Estate—and What They’re Missing

Investing
Planning
Real Estate

This week’s insight dives into a new Gallup poll on what investors want.

In a survey conducted during the throes of the sharp stock market selloff of early April

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Buy in May and Say Hooray! Stocks Post Biggest Monthly Gain Since Mid-2023
Dustin Terry | Jun 3, 2025

Buy in May and Say Hooray! Stocks Post Biggest Monthly Gain Since Mid-2023

Business
Investing
Planning
  • The S&P 500 built on its post-Liberation Day low, led by the Mag 7 stocks
  • Global equities hit all-time highs, while the bond market steadied itself after a shaky
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One Big, Beautiful Bill: What Trump’s Tax Legislation Means for Small Business Owners
Dustin Terry | May 27, 2025

One Big, Beautiful Bill: What Trump’s Tax Legislation Means for Small Business Owners

Business
Taxes
  • The 2017 Tax Cuts and Jobs Act is made permanent, with new benefits for families and businesses
  • The bill advances to the Senate, but final passage is not
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Captive Insurance Companies: A Strategic Tool for Risk Management and Tax Efficiency
Dustin Terry | May 20, 2025

Captive Insurance Companies: A Strategic Tool for Risk Management and Tax Efficiency

Business
Planning
  • Insurance costs are increasingly troublesome for small business owners
  • Captive insurance companies offer tax benefits, greater risk-management control, and even
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Warren Buffett’s Final Bow: Legacy, Lessons, and the Cost of Greatness
Dustin Terry | May 13, 2025

Warren Buffett’s Final Bow: Legacy, Lessons, and the Cost of Greatness

This week is an ode to the GOAT: Warren Buffett 

Nobody was surprised when the Oracle of Omaha announced he’d be hanging up his cleats. In the final moments of

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Stocks Snapback After an All-Out Panic, Solid Earnings Amid Improving Macro Chatter
Dustin Terry | May 6, 2025

Stocks Snapback After an All-Out Panic, Solid Earnings Amid Improving Macro Chatter

Investing
Planning
  • The S&P 500 is up almost 20% from its April 7 low, led by tech stocks
  • After another good jobs report, interest rates have stabilized
  • Corporate earnings are
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From TikTok Tips to True Wealth: Guiding Gen Z Beyond Finfluencers
Dustin Terry | Apr 29, 2025

From TikTok Tips to True Wealth: Guiding Gen Z Beyond Finfluencers

Investing
Planning

This week’s insight is about an old man yelling at a cloud, in a manner of speaking.

A recent Wall Street Journal article profiled “finfluencers,” also known as

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Maximizing Benefits from Government Programs: Capitalizing on Available Resources for Small Businesses
Dustin Terry | Apr 22, 2025

Maximizing Benefits from Government Programs: Capitalizing on Available Resources for Small Businesses

Business
  • Many federal, state, and local incentives have been created in recent years to boost small-business formation and activity
  • The list of grants, tax credits &
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Tax Season Reflections: Strategy, Deadlines, and What Comes Next
Dustin Terry | Apr 15, 2025

Tax Season Reflections: Strategy, Deadlines, and What Comes Next

Business
Taxes

This week’s insight celebrates Tax Day and all the joys that come with it.

My CPA friends will take much-deserved vacations in the weeks ahead—once April 15

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