The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market Provided by Christian H. DePaul, CFP, MS, CDFA   Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s … Read More

Coping With the Shutdown

A look at who is affected, and the potential economic impact. Provided by Christian H. DePaul, CFP, MS, CDFA     Right now, many households across the country are contending with the financial pressures resulting from the partial federal government shutdown. … Read More

Succession Planning

Preparing a smoother transition. Provided by Christian H. DePaul, CFP, MS, CDFA   A successful finale. If you are an entrepreneur, what is the final act for you and your business? If you have been successful, you likely want the … Read More

How New Tax Laws Affect Small Businesses

A recap of the major changes impacting corporations and closely held firms. Provided by Christian H. DePaul, CFP, MS, CDFA   The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or … Read More

An Executor Checklist

The steps you may need to take to fulfill a major responsibility.  Provided by Christian H. DePaul, CFP, MS, CDFA   If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is … Read More