What was the highest performing asset over the decade ending on January 1? U.S. stocks? International bonds? Commodities? The stock market of a random emerging nation? Any of those might be decent guesses, but they’re all wrong. The asset (if you can call it that) which delivered the highest performance, by a wide margin, was [...]
The incoming Biden Administration has made some proposals that would affect our taxes, prominently including a complete rollback of the 2017 tax cut for taxpayers with income above $400,000. The plan would also tax capital gains at the same rates as ordinary income for people with more than $1 million in income. The corporate tax [...]
Chances are, unless you’re a healthcare worker or living in a nursing home, you are still waiting for the opportunity to get vaccinated against the dreaded COVID-19 virus. And you might be wondering how effectively your state is managing the vaccination rollout. You don’t have to wonder; a website is now closely tracking the COVID-19 [...]
The most recent Freddie Mac Primary Mortgage Market Survey showed that we are now in uncharted territory with regard to home mortgage rates. The average 30-year fixed rate mortgage came in at 2.65%, the lowest rate in the survey’s history, dating back to 1971. 15-year fixed rate mortgages averaged 2.16%. Since then, rates have climbed [...]
Fundraising events held throughout the year are often the largest sources of income for some nonprofits, most of which had to be cancelled this year due to COVID-19 restrictions. With the impact that the pandemic has had on the economy and the financial situations of millions of businesses and individuals, the demand for nonprofit support [...]
What is [re]start? [re]start is a career development platform that provides job seekers with resources to find jobs that will make them happy and meet their needs. It’s also a tool for employers to build valuable relationships with potential employees and professionals. Last Friday, Tony Jones spoke with Chad Silverstein, Founder and CEO of [re]start, [...]
Who is Qube Money? Qube Money is a bank, but it's a neo-bank, or an online-only, FDIC certified account. All money deposited in Qube Money is held with a bank partner, Choice Financial Group, Member FDIC. Choice Financial Group holds your money and whenever you are ready to use it, Qube transfers it to your [...]
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Vote for the election of the following nominees: Elon Musk - For Robyn Denholm - For Hiromichi Mizuno - For A Tesla proposal to approve executive compensation on a non-binding advisory basis - For A Tesla proposal [...]
Who is MaxMyInterest? MaxMyInterest (Max) is a cash management solution that helps maximize yield and is FDIC insured. MaxMyInterest is not a bank or a financial institution, but it is a service that helps people intelligently manage the cash that sits in their own bank accounts. Gary Zimmerman, the Chief Executive Officer and Founder of [...]
What is the Small Business Development Center (SBDC)? The Small Business Development Center, or SBDC, is a grant-funded national program. Most of their funds come from the SBA. There are many small business development centers in the nation, including numerous ones in Ohio. Michael Bowers is the Director of Ohio SBDC at Columbus State Community [...]
