Midterms & The Markets

Tax Planning Versus Tax Preparation

In this episode, we discuss the differences between tax planning and tax preparation, along with some examples highlighting the importance of tax planning.

Is Cash King?

In this episode, we discuss the pros and cons of holding cash and cash alternatives, versus using more traditional stock and bond investments. This topic is relevant as cash and cash alternatives are currently generating yields close to 5%, while the traditional stock and bond investments have been volatile. Many investors are wondering if it's better sit on the sidelines earning 5%, rather than allocating to longer term investments.

Midterms & The Markets

On today's episode of the Capital Conversations podcast, the team discusses the upcoming midterm elections and how the markets and economy could be impacted before and after the results at the polls are revealed.

5 Thoughts for Business Owners Benchmarking the 401(k)

On today's episode of the Capital Conversations podcast, Charles and John Rogers discuss 5 key considerations business owners should bear in mind when benchmarking the company 401(k) plan.

More money, more problems- challenges for high income earners

On today's episode of Capital Conversations, Kevin, Mike and Charles discuss 5 challenges that high income earners face- managing cashflow appropriately, saving adequately for their retirement needs, a need for more sophisticated tax planning, protecting their assets well, and not neglecting to put a great financial plan in place for the future.