Our Blog - Surety Matters

  Manufacturing construction remains strong. Interestingly, for example, though current demand for electrical vehicles lags, construction of the manufacturing plants needed to produce the batteries is hopping. Analysts say it’s all about taking the long…
Read Moreabout Manufacturing Construction: Batteries!

  Vacant office buildings became a thing–fast–during the height of COVID-19, and offices never really filled back up, or returned to “normal,” despite the hopes of employers and realtors. Around the country, construction is underway…
Read Moreabout Office Building Conversions

  Almost half of Millennials say they want to retire as soon as they are financially able to do so. Confidence in the ability to retire is fairly strong too, with about half of Millennials…
Read Moreabout Millennials on Retirement: ASAP!

The term “fiduciary breach” often evokes images of significant mishaps within company-sponsored retirement plans, leading to notable legal disputes. Yet, a more common and equally troublesome issue for business owners is failing to secure the…
Read Moreabout Essential protection – ERISA

  A brutal truth is that we can never know if or when we could experience a capacity decline that impedes our ability to run our businesses, handle our finances, and make sound decisions. That’s…
Read Moreabout Planning Ahead: Capacity Decline

  While the saying “you can’t take it with you,” is true of our money and possessions, taxes do follow us into death, remaining due until paid off, usually by the personal representative or other…
Read Moreabout Death and Taxes: Who Pays What?

  Data reveals that overall, we’re feeling more experienced as investors and more comfortable with market volatility. A research report from benchmarking firm, Hearts & Wallets, finds the number of households feeling inexperienced with investing…
Read Moreabout Accepting Market Volatility?

  Staying up to date on ERISA compliance, scurrying around with SECURE 2.0 provisions, and keeping benefits competitive are all big lifts for plan sponsors these days. Take heart, though: employees really do appreciate the…
Read Moreabout Appreciating The 401k

  Businesses can have the ability to produce revenue, as shown on a P&L (profit and loss statement), but poor financial health, as reflected on the balance sheet. Because it summarizes net worth at a…
Read Moreabout Analyzing The Balance Sheet