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Markets Wobble in February: Growth Scare and Sector Shifts Keep Investors on Edge
Dustin Terry | Mar 4, 2025

Markets Wobble in February: Growth Scare and Sector Shifts Keep Investors on Edge

Business
Investing

A Growth Scare Spooks Stocks, But February Losses Held In Check

  • US large caps fell slightly last month after rising in January
  • Markets have chopped around since
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Bonus Depreciation: Potential Revival and Its Impact on Small Businesses
Dustin Terry | Feb 25, 2025

Bonus Depreciation: Potential Revival and Its Impact on Small Businesses

Business
Taxes

This week’s insight is an update to a small but important piece of the tax code that’s currently withering away: Bonus Depreciation.

Bonus Depreciation allows

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Understanding Business Valuation: A Guide for Small Business Owners
Dustin Terry | Feb 18, 2025

Understanding Business Valuation: A Guide for Small Business Owners

Business
Investing
Planning
Taxes
  • Entrepreneurs should always know how much their company is worth whether it is for a potential sale, succession planning, or just ongoing financial planning
  • We
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Love and Money: Finding Financial Harmony in Relationships
Dustin Terry | Feb 11, 2025

Love and Money: Finding Financial Harmony in Relationships

Planning

This week’s insight is all about love. Happy Valentine’s Day, everybody.

Cocoa prices raced to record highs by the end of last year. Then just a few weeks ago

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January Stock Surge Signals Strong 2025: Economic Growth, Earnings, and Risks Ahead
Dustin Terry | Feb 4, 2025

January Stock Surge Signals Strong 2025: Economic Growth, Earnings, and Risks Ahead

Business
Planning

Stocks Jump in January on Solid Economic Data & Earnings, A Good Sign For 2025

  • The “January Barometer” predicts more gains this year
  • Growth, inflation, and
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“Tax Season Alert: Uncle Sam is Watching”
Dustin Terry | Jan 28, 2025

“Tax Season Alert: Uncle Sam is Watching”

Planning
Taxes

This week’s insight is a reminder that Uncle Sam watches you.

The IRS began accepting 2024 tax returns last Monday. The good news is that Direct File, a free tax

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Creating a Business Continuity Plan: A Crucial Step in Small Business Financial Planning
Dustin Terry | Jan 21, 2025

Creating a Business Continuity Plan: A Crucial Step in Small Business Financial Planning

Business
Planning
Retirement
  • Risk management is key to your company’s long-run viability
  • A Business Continuity Plan (BCP) prepares for all sorts of risks with a focus on protecting a
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“Small Steps, Big Gains: A Practical Guide to Building and Maintaining Your Credit Score”
Dustin Terry | Jan 14, 2025

“Small Steps, Big Gains: A Practical Guide to Building and Maintaining Your Credit Score”

This week’s insight lends a different perspective on building and maintaining your credit score.

The new year is of course fraught with attempts (some full-bore

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Where’s Santa? Stocks End 2024 on a Whimper. Looking Forward to a Strong 2025
Dustin Terry | Jan 2, 2025

Where’s Santa? Stocks End 2024 on a Whimper. Looking Forward to a Strong 2025

Business
Investing
  • December was a tough month for most areas of the market amid returning inflation jitters
  • The S&P 500 dipped to close out the year, but strength in the Mag 7 kept
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January Tax Tips: Setting Your Small Business Up for Success in 2025
Dustin Terry | Dec 31, 2024

January Tax Tips: Setting Your Small Business Up for Success in 2025

Business
Planning
Taxes

This week’s insight rings in the new year with a glass full of tax talk. We’ll try not to party too hard.

Small business owners aren’t so much concerned about

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Navigating Employee Stock Ownership Plans (ESOPs): A Guide for Small Business Owners
Dustin Terry | Dec 24, 2024

Navigating Employee Stock Ownership Plans (ESOPs): A Guide for Small Business Owners

Business
Planning
Taxes
  • An ESOP is a retirement plan that puts ownership in the hands of workers, offering tax advantages and a succession opportunity for the owner
  • While the initial
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Chasing Efficiency: Can the DOGE Bros Fix America’s Fiscal Woes?
Dustin Terry | Dec 17, 2024

Chasing Efficiency: Can the DOGE Bros Fix America’s Fiscal Woes?

Planning

This week’s insight is all about the DOGE Bros.

The average US federal budget deficit (as a percent of GDP) has grown under the first term of each president so

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