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Big Beautiful Breakdown: Take Advantage of R&D Tax Credits
Discover how the 2025 tax bill revives full expensing for domestic R&D costs, retroactive deductions, and how businesses can maximize cash flow using R&D tax credits.
10 Success Principles from Mark Cuban & Bo Ryan
March 29, 2015This past week I had the privilege of seeing Mark Cuban (think Shark Tank and Billionaire owner of the Dallas Mavericks) and Mark Burnett (Producer to 11 Television Shows including Survivor, Shark Tank and The Voice) at the USC Marshall School… Read Now >>
Money Madness
March 24, 2015Are you a college basketball fan? Have you been watching any of the games during March Madness? I have been paying a bit more attention this year because my Wisconsin Badgers are a #1 seed and have made it to the… Read Now >>
Highlights from Warren Buffett’s Annual Letter to Shareholders
March 1, 2015On Investing I know of no way to reliably predict market movements. For the great majority of investors, however, who can – and should – invest with a multi-decade horizon, quotational declines are unimportant. Their focus should remain fixed on… Read Now >>
March 2015: The Upside in the Next 50 Years
March 1, 20152015 is not a leap year but from an investors standpoint there is no better person to look ahead (or go back in investing time) with than Warren Buffett. His annual letter was released this past weekend and because we feel it so important… Read Now >>
A Financial Life Ratio You Should Know
February 19, 2015This past weekend I was watching the NBA All-Star Game and the statistics they were showing of the best players had me thinking. I grew up playing competitive sports and am a huge sports fan. The common thread in all… Read Now >>
February 2015: How to Accelerate (and not deflate) Your Way to Wealth
February 3, 2015How did the first month of 2015 go for you? Are you on track to reach your goals? Despite Seattle losing in the Superbowl, we wanted to share with you Coach Pete Carroll’s team rules as they are very similar… Read Now >>
The Importance of Asset Allocation
January 31, 2015By now, most of you are aware of the recent market volatility. If you watched our Market History video from a few weeks ago, you should know that volatility is something to expect every year of your investing life (despite… Read Now >>
The Importance of Understanding Market History
January 31, 2015With all that’s going on in the world, I know some people are feeling skittish about the stock market. But let’s not lose perspective or abandon your long-term investment plan because of that. There’s a great Warren Buffett quote that… Read Now >>
4 Ways You Can Use Your Kids to Lower Your Taxes
January 19, 2015This weekend I received the first two of many tax documents I will need to prepare my 2014 tax returns. It also coincided with my baby girl turning three months old. These events got me thinking about all the ways… Read Now >>
January 2015: How You Can Get A Greater Return on Your Life
January 1, 2015Happy new year! We hope that you had an amazing finish to 2014, and that 2015 proves to be even better for you. It’s been an amazing year, to say the least. We’ve witnessed and experienced some incredible accomplishments within… Read Now >>
