A Little Folding of the Hands to Sleep
That Nagging Feeling About Bitcoin? It Might Be Your Fiduciary Duty Calling. Fellow Financial Advisors,Ever had that nagging feeling you’re missing something BIG? I’ve been…
Author: MarkOfMastery (Admin Only)
The Big Beautiful Bill
The US House of Representatives just passed “The Big Beautiful Bill.” Extending the tax cuts was a must, to prevent the largest tax increase in…
How to Predict the Future
It’s time to sit down with clients in advance to proactively calm nerves anticipating increased volatility over the next few years, during a recalibration of…
Pockets of Belfast
When Accounting Rules Quietly Rewrite Reality As Financial Advisors for retail clients, over the years we become familiar with accounting rules and standards incidental to…