We hope you had a great Labor Day Weekend! As football season starts back up and the air starts to get a little cooler it’s a great reminder to start working on your 2025 tax planning. Having proactive strategies in place can help you put more money in your...
Now that President Trump’s One Big Beautiful Bill Act has been signed into law, investors are turning their attention to the impact that the massive tax and spending legislation could have on the U.S. economy and financial markets. Among many other provisions, the law...
We know the challenges you face. With experience working with dentists for more than 20 years, we’ve heard the same struggles time and time again. That’s why we’re here to help you navigate them with clarity and confidence. Top 2 Dental Concerns: Hiring &...
In my part of the country, it’s back to school time. Made me think back to my childhood. (Where we started school AFTER Labor Day!) As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have my...
Beyond the tech company segment, a new stock segment appears to be en vogue according to Matt Hochstetler equity portfolio manager at Capital Group… As a kid growing up in Lawrence, Kansas, I started a lawn mowing business to earn extra money while attending school....
