Decline in oil prices had the greatest impact on the market last quarter

As we look back at the second quarter, several events — political and otherwise — affected the markets.

Boost retirement benefits with a cash balance plan

Business owners may not be able to set aside as much as they would like in tax-advantaged retirement plans. Typically, owners are older and more highly compensated than their employees, but restrictions on contributions to 401(k) and profit-sharing plans can hamper retirement-planning efforts. One solution may be a cash balance plan.

William Braddy earns prestigious CEPA designation from Exit Planning Institute

William Braddy, CFP®, a wealth manager with Kraft Asset Management, LLC, has earned the prestigious Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive program. William joins an elite group of business advisors worldwide who have received this designation. Dana Holmes, CEO of our affiliate, 2nd Generation Capital, LLC, also earned the CEPA designation earlier this year.

Do you have these critical legal documents?

Planning for your death is not the most enjoyable process. Unfortunately, bad things can happen if you don’t. One never knows when tragedy will strike; when it happens, it’s too late to start planning. Getting your affairs in order is advisable for everyone.

The rules of prudent investing

The following rules can help investors build and adhere to a well-designed investment plan. These guidelines may be instrumental in giving investors the best chance of achieving their financial goals.

What insights can we gain from our look back at 2016?

The reality is that no one has any idea what new and unforeseeable circumstances are in store for us in 2017 and beyond.

Take the opportunity to live well


Of the new year, celebrated Victorian poet Alfred Lord Tennyson said, “Ring out the false; ring in the true.” So in that spirit, we pose two questions: 1) Do you feel wealthy? 2) Do you feel “well-thy”?

Take steps to move toward your ideal life

If you suddenly received $10 million and the diagnosis that you had only 10 years to live, what would you start doing? What would you stop doing?

How will the presidential race affect the financial markets?

Whatever your political views may be, it’s fair to say that speculation about the upcoming presidential election has been running rampant in the press and among pundits from both sides of the aisle. So it’s really no surprise that the financial media are debating how the nominees, the race itself and its outcome will affect […]

Brexit — Our Perspective

Britain’s decision to exit the European Union has brought with it all the expected trappings of a significant news event — projections of crazy market volatility, wild headlines and a fair dose of uncertainty about the long-term impact on the global economy and our individual financial lives here at home. Many questions immediately arise as […]

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