Blog
How to Build a Business That Runs Without You (and Why Buyers Pay More for It)
Learn how to build a business that runs without you, increase valuation and align business strategy with financial management for long-term wealth.
Markets Went Nowhere in February—But Under the Hood, Everything Changed
Is your business growing your retirement? Learn how entrepreneurs can align business success with retirement planning services and long-term wealth goals.
Your Business Is Growing — Is Your Retirement?
This week’s insight sheds light on the retirement savings boom among small business owners. It’s no secret that America boasts an enduring entrepreneurial spirit. Six years removed from perhaps the biggest financial risk-taking spark in modern history, the number of new business applications continues running hot. There are intended and unintended consequences. One such positive byproduct is the outright financial explosion in corporate retirement plans.
After the Business Sale: How to Invest, Protect, and Grow an Entrepreneur’s Wealth
Learn how to invest, protect and grow wealth after a business sale with tax strategies, portfolio services and long-term financial planning insights.
Dow 50,000: A Milestone That Signals Broadening Market Strength
The Dow 50,000 milestone signals broader market strength, sector rotation and key investment trends investors should watch for long-term planning.
January 2026 Market Recap: Strong Earnings, Steady Consumers, and Macro Crosscurrents
Read the January 2026 market recap with strong earnings, steady consumers, and macro crosscurrents shaping investment and financial planning strategies.
When Weather Triggers the Check: Understanding Parametric Insurance
Learn how parametric insurance works when weather triggers losses, plus risk management strategies to protect assets and support financial planning services.
Recession Readiness: How to Build a More Resilient Small Business
Discover strategies for recession readiness to build a more resilient small business, strengthen finances and support long-term financial planning.
Why Peace of Mind Is the Ultimate Financial Return
Explore why peace of mind is the ultimate financial return, and how thoughtful financial planning can help reduce stress and improve long-term outcomes.
No Santa Rally, No Problem: How Markets Powered Through 2025
See how markets powered through 2025 despite no Santa Rally, with key trends, sector performance and insights for financial planning and investing.
Strong Growth Today, Crosscurrents Ahead: What Q3 GDP Tells Us About 2026
This week’s insight is a reminder that Uncle Sam watches you.
Small Business Guide to Employee Benefits: Optimize Costs and Improve Retention
A well-designed benefits package can keep your team happy, motivated, and loyal over the long termOffering the right mix of perks without breaking the budget helps attract and retain top talentTailoring benefits to fit your business and culture strengthens loyalty and builds a stronger workplaceIn a perfect world, you could hire the best people with the right skills, hold onto them for years or decades, and pay them accordingly, with top-tier benefits.
Why Gas Is Cheap — and Why It Isn’t Cheaper
This week’s insight profiles tender and mild gas prices, why they are not even lower, and what it all means for 2026.
Year-End Tax Planning: The Overlooked Moves That Could Shape Your 2026 Outlook
This week’s insight is a reminder that it’s not too late to spruce up your 2025 tax situation.
Season’s Greetings: Markets Rally as 2025 Nears the Finish Line
Stocks stormed back over Thanksgiving week, finishing November in positive territory.
Turkey, Touchdowns, and Market Trends: Setting the Stage for 2026
This week’s short insight builds on last week’s long look-back blog post, offering a view of what might be in store next year.
Never Panic: What April’s Selloff Taught Investors About Staying the Course
What’s Warren Buffett’s No. 1 rule about investing? It’s “don’t lose money.” That’s a little tongue-in-cheek, as nobody can outsmart the markets day in and day out, not even the world’s greatest investor.
Despite the Gloom, Americans Keep Spending: Holiday Sales Set to Top $1 Trillion
This week’s insight congratulates the newest entrant into the trillion-dollar club: you, the American consumer.
Six Months Up and Counting: Stocks Rally as AI Spending and Earnings Power the Bull Run
Markets kept climbing through October, even as the government shutdown left investors flying blind on key data.AI momentum, strong corporate profits, and new tax stimulus hint at a surprisingly resilient economy heading into 2026.Beneath the surface, uneven consumer health and widening wealth gaps show this rally isn’t lifting everyone, all ahead of a mid-term election yearStocks extended their monthly winning streak to six.
Rising ACA Premiums and the New HSA Opportunity for 2026
This week’s insight looks at a troubling headline from last week and the “bronze” lining that many small business owners should focus on.On October 24, it was announced that health insurance premiums for Affordable Care Act (ACA) Marketplace plans will rise 30% in 2026, the largest increase since 2018. That’s a shocking jump, but as with many headlines, there’s more to the story.