Were you completely prepared for this? Was your family, your business, or your investment portfolio? I know I wasn’t completely prepared. How could I have been? The current crisis is…
*4/23/20 Update: EIDL and PPP EIDL and PPP checks are flowing. Remember, the EIDL check you receive is a tax-free grant. Make sure you annotate clearly on your books as…
It’s been over a decade now, and time softens even my most dramatic memories. I was in Chicago for the launch of an intensive year-long coaching program for advisors. My…
There is a new sleeve of our portfolios that we are becoming more and more helpful. Adding to the traditional stock and bond mix, we are using Defined Outcome ETFs….
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