Notes from the 2018 Berkshire Shareholders Meeting

The Annual Berkshire Hathaway Shareholders’ Meeting is something of a legend in the investment world. More than just an informational annual meeting, shareholders come from far and wide to listen to the musings of the Oracle of Omaha, Warren Buffett, and his partner, Charlie Mun

How to Get More Customer Referrals

When it comes to finding new clients, businesses can do so in many ways. Whether via a radio or television spot, or an advertisement on a website, social media platform or digital billboard, the goal is to reach new viewers. Another cost-effective way is to develop more customer refer

Common Money Mistakes As We Age

It is common knowledge that as we grow old, our bodies tend to not work as well. Some folks begin having physical challenges, some have cognitive issues and some have both. But what we don’t know is which, if any, of those challenges we will face. Worse yet, those who fall into cognit

What the New Tax Law Means for the Home Equity Loan Interest Deduction

Prior to the recent tax law changes, taxpayers were allowed to deduct qualifying mortgage interest on loans up to $1 million, plus the interest on an additional $100,000 in home equity debt. The new tax law clearly limits the mortgage interest deduction to $750,000 worth of debt; howe

Trade Wars on the Horizon? What This Could Mean for Financial Markets

The Trump administration’s recent flurry of trade moves is spiking uncertainty and confusion among financial markets. The imposition of tariffs on steel and aluminum as well as levies on Chinese imports have provoked immediate reactions. China, for example, claims that the United Stat