As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

The federal government now offers a research and development tax credit to the business community as a reward for organizations that pursue innovation.

Running a business shouldn't be a one-person operation. Having the right advisors at your side can help you make the correct decisions across your company. However, how do you find these advisors and be sure they're the right fit?

If you need to establish the value of your company, there are many approaches available to help you do so.

There's a new wave of entrepreneurs itching to take on the challenge of small business ownership, and they belong to a generation that many regard as uninterested in embracing the challenges of running a business — despite the fact that some of them include the founders of Facebook, Instagram, Tumblr, Spotify and countless other startups.

The challenge for investors, and for us as advisors, is to balance the need for a long term, goals-based perspective and approach with the reality that markets are constantly moving and adjusting, creating new risk/reward tradeoffs, and frankly, challenges for us in meeting those objectives.

As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.