If you are like our clients whom we call Midwestern Millionaires — hardworking, frugal, diligent savers — the One Big Beautiful Bill (OBBB) is a hot topic…
The Securities and Exchange Commission (SEC) is on the verge of allowing major changes to the way exchange-traded funds (ETFs) and traditional mutual funds are structured. Specifically,…
Sales tax holidays, crypto IPOs and visa bonds all made the headlines this week — but why? Test your knowledge of this week’s financial and business news.If…
There’s nothing like the thrill of traveling abroad and enjoying different cultures, delicious foods, and unforgettable sights. As you plan your itinerary, be sure to consider how…
With more than a trillion dollars estimated in unsold assets, private equity’s approach to an uncertain environment has been to stall, waiting on improved market conditions.This stance…
The 24 books comprising the entire Hebrew Bible cover a wide range of topics in history, law, poetry, wisdom, and theology. Despite being written thousands of years…
Key Takeaways Cashing out your 401(k) early—or before age 59½—typically triggers income taxes and a 10% penalty. It can also significantly shrink your future retirement savings.Unless it’s…
Dividend investing has long been pitched as a safe, reliable way to generate income, especially in retirement.But after years of conversations with clients and families, I’ve found…