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MONEY notes
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...
Quarterly Economic Review 3rd Quarter 2022
Between a Rock and a Hard Place: Inflation, Recession, and The Fed’s Role Despite a significant reduction in U.S. energy prices since our last update, recent economic data indicates more persistent, widespread, and stubbornly high inflation in the U.S. economy than...
MONEY notes
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...
Quarterly Economic Review 3rd Quarter 2022
Between a Rock and a Hard Place: Inflation, Recession, and The Fed’s Role Despite a significant reduction in U.S. energy prices since our last update, recent economic data indicates more persistent, widespread, and stubbornly high inflation in the U.S. economy than...