Business Owners: Have You Planned for Your Succession?
Most entrepreneurs envision working forever. The thought of giving up control and putting yourself second in the queue is challenging. But passing the baton to future leaders is a critical part of business success.
Why Entrepreneurs Should Think Twice About Target Date Funds
If you are a busy business owner in the prime of your life juggling finances, career and family – kids of your own plus aging parents – parking your liquid assets in a Target Date Fund (TDF) might look like the simplest investment solution to set it and forget it.
Perspective on Last Week
Here’s our read on the stability of the financial system, the status of the fight against inflation, and the outlook for the economy. We recognize there are many moving parts, making assessments difficult.
Small Business Owners Looking to Save Big Might Consider Cash Balance Plans
Cash balance plans are a hidden gem for high-income business owners who’d like to boost their retirement savings while lowering their tax bill.
Our Quick Take on the Failure of Silicon Valley Bank
Over the weekend, our research team actively monitored the fallout of the failure of Silicon Valley Bank, the second-largest bank failure in US history.
Pete the Cat, the Entrepreneur?
If you’ve raised or are raising young children, you’re probably familiar with more children’s books and television shows than you ever thought possible.
Money Minded Kids
If you want your child to graduate from high school financially literate, it’s up to you to teach them the fundamentals. But how exactly do you raise a money-minded kid, and what’s the best age to start? Whether you’re trying to keep up with a toddler or track down your teen, here are some tips that can last their lifetime.
Are You an Entrepreneur or a Small Business Owner?
The terms entrepreneur and small business owner are often used interchangeably, and understandably so. Often, each is responsible for a vision and enterprise greater than themselves. Yet there are key differences between the two that may be more important than you think. Why?
How Millionaires Approach Financial Planning
When it comes to having conversations about money, every family is different. Some families are very transparent about their finances, while others take a more discreet approach. Unfortunately, there isn’t a script for talking to your kids about money.
Can You Take Your Child’s 529 to the Moon?
For the early stages of a child’s life, new parents often focus on vital needs: health, shelter, and safety. That’s why baby shower wish lists are filled with adorable onesies and BPA-free baby bottles.
Soft Landing for the Economy?
Since last March, the Fed has raised rates more aggressively than at any point in the past forty years. The latest economic data shows that the economy is slowing materially without causing rising unemployment—an impressive feat and begging the question, has the Fed done enough?
Everything Old Is New Again: A Look at Financial Markets Against the Backdrop of A Christmas Story
You’re probably familiar with the old adage “everything old is new again.” Indeed, we’ve witnessed surprising revivals of fashion trends, hairstyles, and even pop music over the years. But this year’s return of the holiday classic A Christmas Story is making many people feel exceptionally nostalgic—especially those of us who grew up in the 1980s.
Asking for 529 Plan Contribution Gifts
For gift giving occasions like birthdays and holidays, it’s always fun to give kids the latest gadget or toy, but shiny new toys only last so long. If you’re looking for the perfect long-lasting solution and a gift that keeps on giving – look no further. This holiday season ask your loved ones to get your child a 529 plan.
Will the Fed Overshoot?
Last week’s better-than-expected inflation report brought relief to markets. Both stocks and bonds rebounded as investors anticipated that the Fed won’t have to be as aggressive in raising rates to tame runaway prices.
Recession Ahead? Here’s the Latest View from the Capital Markets
Is a recession coming? We are getting that question a [...]
What Happens to Your Budget When Baby Arrives on the Scene?
You’ve just brought home your bundle of joy – congratulations! [...]
The Great Childcare Debate: Nanny or Daycare?
When you let people know that you’re expecting a baby, [...]
Champions, Transitions, and Success: An Interview with Tennis Legend Wayne Bryan
At CornerCap, we strive to embody our Life Appreciates philosophy [...]
Is a Discounted Roth Conversion Right for You?
While markets are on the rise, it’s easy to forget [...]
The Unexpected Similarities Between Tennis and Investing
As we emerge from the pandemic and navigate its aftermath, [...]
Preparing for the Many Unknowns of Life After Business Ownership
As CEO of CornerCap, I frequently get to meet the [...]
Business Scaling Guide: What You Need to Know
Business growth can be confusing to entrepreneurs big and small. [...]
How to Manage Your Personal Finances as an Entrepreneur
Managing your personal finances can seem straightforward when you're working [...]
Is the Economy Strong Enough to Handle Higher Rates?
Is the economy strong enough to handle higher rates, or [...]