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This blogpost was originally published in September of 2016. Relevant information has been updated for 2017. Thanksgiving has come and gone, and the “relatively” quiet period before Christmas is a perfect time to do some last-minute year-end planning, particularly those that have a expiration date of December 31. Income Tax Mitigation By this time of […]
The GOP tax reform effort has crossed the first hurdle – passing the House. Now the Senate is working on their version before the final bill can be reconciled and voted on. There are a number of stark differences, but drawing from the similarities between the two versions, it’s not hard to “predict” what the […]
“What doesn’t kill you makes you stronger!“ The past week has no doubt been the most difficult in my life. My daughter, Ana, has yet to wake up, but is taking small steps of improvement. Yes, my life has certainly changed, and I mean it in a good way. While the accident was definitely horrifying, […]
Changes happen every day in our lives. Most of them are good, some of them not, a few of them can even wreak havoc. On October 18, lives at the Wakefield family, and Summa Global, came to a standstill. It all began that morning when a portion of highway in the Clackamas county was closed […]
An activist investor is an individual or group that purchases large numbers of a public company’s shares and/or tries to obtain seats on the company’s board with the goal of effecting a major change in the company, according to Investopedia. In the case of Trian Partners’ Nelson Peltz, his desire to gain a seat on […]
One of our most important responsibilities to our clients is providing guidance when it is needed the most. When the unthinkable but inevitable happens, be it sudden or expected, all of our logical senses do not make any sense at all. During these times, it is often difficult to make decisions and to know what […]
Important to everyone, especially graduates entering the workforce full time, to know who is getting a slice of your paycheck. Knowing this will help you stay within your means and form a good budgeting habit. Check out the graph below for a visual representation of where your money is spent – from your paycheck to […]