BANKING & FINANCE

Mutual funds and ETFs: What do they offer for your investing goals?

It’s no secret that today people are looking for more creative and easier ways to make and save money. For many, this is where investing comes in.

Why business owners partner with private equity firms

Many stereotypes have been associated with private equity firms, such as reducing employee count to save costs, shutting down locations and making decisions only on financial metrics.

Managing cybersecurity solutions and risks with MSPs

Most businesses know their people are their biggest assets, but in today’s tech-crazed world, people also can be businesses’ weakest links when it comes to IT and cybersecurity concerns.

Crypto: Navigating today’s world of modern assets

Cryptocurrency continues to be a hot topic of conversation as its popularity grows globally. In recent months, cryptocurrency made headlines from Super Bowl ad placements to world powers responding to the invasion of Ukraine by freezing Russia’s crypto assets, virtually cutting them off from a significant portion of the international economy.

Can your business benefit from creating a ‘captive’ insurance company?

Some businesses have found they can benefit from creating a “captive” insurance company — one they own and fund.

Tax season 2022: What you need to know

Tax time is upon us, and with the tumultuous season we had last year, many people are wondering what to expect for filing in 2022. Will there be delays in returns? Are there any new laws in place? What is the quickest way to file?

Planning for inflation

COVID-19 has been a catalyst for countless sudden changes to everyday life.

The importance of risk assessment in manufacturing

No one can predict the future, but if we could, it would make certain risks we take in our lives, such as running a business, much less nerve racking.

Building the profitability factor Into your investment goals

Admittedly, we evidence-based advisors can dive a little deeper into the investment weeds than most folks want to go. As an investor, you just want to know how to pursue the best after-cost returns for the investment risks you’re willing to take.

Weighing the pros and cons of an IRA rollover

Significant life events, such as changing employers or entering retirement, should prompt you to consider rolling your retirement assets into an IRA.

Managing your personal finances during economic recovery

The COVID-19 pandemic has taken a toll on us all, but not everyone has been affected in the same way.

Can target-date funds help grow your financial garden?

As the flowers start popping up in my garden, I can’t help but make parallels to the importance of tending my financial garden, as well.

Why business leadership skills aren’t the only thing to look for in an effective adviser

If you can’t assess the performance of your adviser using well-known business leadership principles, what criteria should you use?

Outsourcing is a valuable business strategy worth considering

O­­­­utsourcing for accounting, human resources, legal and IT allows companies to be more efficient.

M&A through a pandemic and what’s ahead in 2021

2021 is lining up to be another fascinating year in the world of M&A.

Pay off debt or invest in the future: How to make the best choice with your excess cash

Given the low interest rate environment the U.S. is experiencing right now, many of my clients are asking essentially the same question: What should I do with excess cash?

State income tax and PPP loans: don’t assume conformity

Some business owners have been left perplexed regarding the tax deductibility of their Paycheck Protection Program (PPP) or PPP2 loans.

West Michigan shows economic resilience

Few have been financially unscathed in the wake of the pandemic. Yet, as West Michigan has proven time and time again when recessions hit, businesses in the region (although battered) weather the respective storms relatively well.

What is Regulation Best Interest and how does it impact you?

The SEC’s intent is to ensure that you, as the investor, have enough information to decide whether a professional investment recommendation is best suited to your needs no matter who is offering it.

Wealthy clients should consider planning now for the reduction in estate and gift tax exemption

Many people are wondering what will happen to the exemption if there is a Democratic president and possibly a Democratic-controlled Congress.

What is sustainable investing, and should I consider it as part of my portfolio?

Your personal priorities govern the type of sustainable investing that will best align with your goals.

Updates to the RMD put-back rule: Should you return your distribution?

If you are 72 or older and have already taken the required minimum distribution (RMD) from an IRA account, you can reverse your withdrawal until Aug. 31. There may be advantages to doing so, depending on your financial situation.

Increasing liquidity through a capital raise

Despite a likely shift to a more risk-averse credit market, numerous potential financing sources can help businesses through this uncertain time, including traditional bank lenders, private debt funds, family offices, mezzanine funds and private equity firms.

Understanding sequence risk and its effect on retirement planning

There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there is one big wild card we cannot control called sequence risk.

PPP loan forgiveness receives new flexibility: updates businesses need to know

Business owners should be aware of several integral changes under the Paycheck Protection Program Flexibility Act (PPFA), which loosened guidelines to ensure the program is more business-friendly.

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