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MONEY notes
Think Before You Withdraw
Tapping into retirement savings should be a last resort For more than a year now, the U.S. economy has found itself in a difficult economic situation marked by persistently high inflation and rising interest rates. More recently, corporations have begun to announce...
Quarterly Economic Review 4th Quarter 2022
Looking back; Looking ahead Will the road to recovery run through recession? Unfortunately, U.S. equity markets did not end 2022 on a high note with their usual “Santa Claus rally.” Rather, the latter part of December and even the first trading days of 2023 were...
Politics and Portfolios
Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political and economic forecasts, which are an expensive distraction for many businessmen and investors…we will neither try to predict these nor to...
Financial Advisor Spotlight: W. Dean Karrash, CFP®, MBA, CPA
W. Dean Karrash, CFP®, MBA, CPA Principal, CFO & Financial Advisor GET TO KNOW W. DEAN KARRASH, CFP®, MBA, CPA Name: Dean Karrash How long have you worked at BLB&B: I was very fortunate to sit next to Frank Burke at a business conference in 2002 when I...
Tax-Forward and Philanthropic Ways to Exit a Business
A significant number of business owners – and perhaps even you – will retire in the next few years or move on to a “second or third” act. If you are planning for a potential business sale and are concerned about a large tax event and your legacy, looking at options...
Year End Smart Money Financial Tips
As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This year-end checklist is divided into two basic categories: items you must do before year-end (if they apply to you) and items you should consider...
MONEY notes
Think Before You Withdraw
Tapping into retirement savings should be a last resort For more than a year now, the U.S. economy has found itself in a difficult economic situation marked by persistently high inflation and rising interest rates. More recently, corporations have begun to announce...
Quarterly Economic Review 4th Quarter 2022
Looking back; Looking ahead Will the road to recovery run through recession? Unfortunately, U.S. equity markets did not end 2022 on a high note with their usual “Santa Claus rally.” Rather, the latter part of December and even the first trading days of 2023 were...
Politics and Portfolios
Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political and economic forecasts, which are an expensive distraction for many businessmen and investors…we will neither try to predict these nor to...
Financial Advisor Spotlight: W. Dean Karrash, CFP®, MBA, CPA
W. Dean Karrash, CFP®, MBA, CPA Principal, CFO & Financial Advisor GET TO KNOW W. DEAN KARRASH, CFP®, MBA, CPA Name: Dean Karrash How long have you worked at BLB&B: I was very fortunate to sit next to Frank Burke at a business conference in 2002 when I...
Tax-Forward and Philanthropic Ways to Exit a Business
A significant number of business owners – and perhaps even you – will retire in the next few years or move on to a “second or third” act. If you are planning for a potential business sale and are concerned about a large tax event and your legacy, looking at options...
Year End Smart Money Financial Tips
As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This year-end checklist is divided into two basic categories: items you must do before year-end (if they apply to you) and items you should consider...