The image below reflects what I imagine the world’s greatest stock market forecaster envisions when she closes her eyes. All of the millions of variables perfectly connected into a beautiful coherent understanding of how it all works: Imagine a formula…Read More
A lot has changed with Bitcoin since our 2021 blog post, so it’s time for an update. Bitcoin has achieved staying power. With a total market value of about $2 trillion, it probably isn’t going away unless its cryptography is broken…Read More
Below are key changes for 2025 recently released by the IRS. Please contact your AWM advisor if you have questions or need clarifying information for your particular situation. SOCIAL SECURITY 2.5 percent cost-of-living adjustment, effective with benefits payable in January 2025…Read More
The elections are over. Some of you are distraught and some are elated – we know because we have both types of conversations every day. It was stressful for everyone because of the uncertainty, but the sun rises again and…Read More
Key Performance Indicators (KPIs) are essential tools for managing a business effectively. They provide measurable metrics that assess the success of strategies and operations. By tracking KPIs, businesses can make informed decisions, improve performance, and drive growth. Each industry is…Read More
Most individuals and businesses are familiar with traditional checking accounts. However, there are other options that can offer higher interest rates while providing similar levels of protection as traditional checking and savings accounts. The key is understanding your immediate cash…Read More
It’s a tough labor market, and retaining the best talent is a challenge for many businesses. One way to attract and keep skilled team members is to offer a 401(k) plan with a match that sets you apart from your…Read More
It’s almost the last quarter of 2024. Can you believe it? Now is an ideal time to review your tax planning with your financial advisor and tax preparer or CPA so you can implement appropriate strategies for 2024. If you…Read More
Employees get paid for doing work. Investors get paid for taking risk. Risk is the chance of losing value between the time of purchase and sale. We experience risk when the value of an asset falls while we own it….Read More
A 529 account can be a great tool for saving for college. Investment growth is tax-free, and so are the withdrawals (if used for qualifying education expenses). In many parts of the country, state income tax deductions are available for…Read More
