The One Big Beautiful Bill Act’s Impact on Education

Understand new 529 plan rules under the One Big Beautiful Bill Act and what they mean for your family’s education savings strategy.

Investment Planning: Buy The Haystack

Beating the market is rare. Learn why most active funds lag and why index investing (buying the haystack) can be the smarter choice.

Customer concentration occurs when a large part of a company’s revenue comes from a single or small group of customers/clients.

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions.

Although the year to date returns have been incredibly concentrated, so have the earnings in the market.

Supplier or vendor concentration risk is the vulnerability a business faces from over-reliance on a limited number of suppliers or vendors.

Market volatility is inevitable, but history shows patience and a long-term strategy often reward investors.

The stock market has been incredibly resilient so far this year, gaining 9.5% year to date.

Learn how to protect your business from internal threats like the 5 D’s (death, disability, divorce, distress and disagreement).

Avoid costly tax mistakes. Learn how proactive planning can help you keep more of your money and stop overpaying the IRS.