The Secure 2.0 Act: Changes That Could Enhance Your Retirement Plan
Time to Read: 3 Minutes The SECURE 2.0 Act of 2022 makes it easier to accumulate retirement savings at every stage of the financial journey. But the Act also took steps to potentially enhance
Maximizing Business Ownership Tax Advantages: A Multi-Year Strategy for Growth and Savings
Time to Read: 5 Minutes Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income
On Approach for a Soft Landing?
Time to Read: 7 Minutes At BWM, we have said multiple times over the last year that parts of the US economy are likely already in a recession. To see examples of contraction in
Are you a High-Earner or Business Owner? A Defined Benefit Plan Could be Right for you.
Time to Read: 7 Minutes So what even is a defined benefit plan? The defined benefit plan is a lesser-known retirement savings strategy that many business owners can implement in their business, in addition
2022 Year of the Bear, What’s the Market’s Next Act? | December 2022 Webinar Recap
Time to Read: 2 Minutes 2022 market overview, housing and labor market weighing on crowd sentiment, Fed announcements, and inflation remain at the forefront of investors’ minds as the market continues to be confusing
Four Macro Events in November that Could Spark a Rally
Time to Read: 8 Minutes In our latest webinar, we discussed key factors we consider when determining if a market bottom has been put in, including: Oversold conditions Rally Retest of the lows Breadth