Welcome to our blog! Here you'll find the latest news and insights on a variety of topics across investment, retirement, estate, and business planning.
Nicholas E. Burkholder, CFP®, CBEC® |
Friday, June 3, 2022
I recently had a Zoom call with a client who expressed concern over how erratic the stock market has been. I explained that this feeling is completely understandable and conversely, the more fearful she becomes, the more she should consider
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Nicholas E. Burkholder, CFP®, CBEC® |
Thursday, February 24, 2022
Russia’s invasion of Ukraine is a good reminder that geopolitical risk can swing markets dramatically in a short period of time. While it's difficult to ascertain how much destruction and civilian casualties will result...
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Nicholas E. Burkholder, CFP®, CBEC® |
Friday, July 17, 2020
We generally recommend clients review their estate documents every few years to ensure their documents distribute assets according to their wishes and that financial and healthcare agents are still able and willing to serve. However,...
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Nicholas E. Burkholder, CFP®, CBEC® |
Tuesday, May 19, 2020
Many business owners operate under an entity (LLC, C Corporation, S Corporation, etc.) yet 73% of all businesses in the U.S. operate as sole proprietors.1 While sole proprietorships are easy and inexpensive to form and maintain, the...
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Nicholas E. Burkholder, CFP®, CBEC® |
Tuesday, May 19, 2020
On March 15th the SBA announced guidance on what borrowers will need to provide in order to have their Paycheck Protection Program loans forgiven. The form borrowers must use (SBA Form 3508) can be found here: https://www...
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