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Revisiting the myth of tax deferral

Tax efficiencies should be an integral part of any sound investment plan
March 7, 2014

6 things 2013 should have taught us about the financial markets, but didn’t

It’s buyer beware, as the bull market turns 5
February 21, 2014

Transparency and the financial advisor

Any professional who doesn’t tell clients how they make their money isn’t being fully transparent
February 7, 2014

Navigating the complexities of valuing a business

Choosing the wrong approach could dramatically impact your company
January 24, 2014

The stock market in 2014: up, but volatile

In the short term, markets move on current sentiment; longer term, they move on fundamentals
January 23, 2014

10 ways to attract investors

There are a number of hurdles to clear before a business is ready to take the step
January 10, 2014

Taking stock of your family’s financial future

Whether inherited or newly created, getting your wealth was only half the battle
January 10, 2014

Crowdsourcing the transition called ‘retirement’

Not knowing what to expect psychologically and practically can create missteps
January 10, 2014

The difficult challenges facing Janet Yellen

Future actions of the Fed matter more than many people imagine
December 26, 2013

Small businesses thinking outside the capital box

Lending has been on the rise, but it’s not from the traditional sources
December 26, 2013

Bond investment landscape looks gloomy

Better-than-expected economic reports have led to sharp movements in prices
November 29, 2013

New framework suggests new standards for small business financial reporting

But it doesn’t address all issues associated with what has become known as ‘little GAAP’
October 18, 2013

What Gloria Steinem taught me

The role of women in my life has been critical to my career as a financial advisor and my personal development as well
September 20, 2013

When do U.S. contractors owe taxes on Canadian construction projects?

American construction contractors and subcontractors should be aware that a Canadian tax may be payable related to projects undertaken in Canada
September 6, 2013

De-risking and the lessons of a beekeeper

If you believe that the long term matters, a judicious temperament will suffice
August 23, 2013
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