COVID-19 Daily Communications Information accurate as of 05/1/20 PPP & EIDL Updates: It was confirmed Thursday by the Treasury and Small Business Administration that on Wednesday agencies temporarily shut out big banks from the electronic [...]
Thanks to you, The Prosperity Playbook, snagged BESTSELLER status on Amazon! "The Prosperity Playbook: Planning for a Successful Family Business Succession" How Prepared Are You to Turn Over the Keys of Your Business to [...]
The U.S. CHAMBER OF COMMERCE did a great job of summarizing the Coronavirus emergency loans for small businesses. Some highlights include answering the essential questions of: Am I eligible? What will lenders be looking for? How [...]
In an effort to truly model the need for a more sustainable operation, we will begin the transition this week to 100% renewable energy with the installation of a solar panel system on the roof of our Bellevue Kentucky office. We are now on 100% renewable energy!
Even with slowing economic growth, 2019 proved to be a banner year for both stocks and bonds. Favorable policy developments occurred that helped buffer the global manufacturing recession sparked by the trade war. Key takeaways from [...]
Whenever I tell people what I do for a living, they just assume I only work for four months of the years during tax season. Well that couldn’t be farther from the truth. In fact, we […]
What might 2020 hold for global financial markets? Broadly, more of the same … Volatility. The past year has experienced significant instability for the financial markets. December 2018 saw stocks sell off significantly only to rebound […]
It is with a huge congratulations that we announce our Chief Operating Officer Sarah Grace Mohr is going to be the President of Impact 100 starting in 2020. This organization has been a passion […]