SVB Collapse

Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the largest by assets since Washington Mutual failed in 2008. Prior to the latest distress, the bank held more than [...]

Now Might Be a Good Time for a Roth Conversion

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a substantial tax bill. However, if assets in your traditional IRA have [...]

The Gender Investing Gap: How Do We Bridge It?

In the U.S., men are investing and accumulating wealth at a greater pace than women, fueling the gender investing gap. Closing the investing gap is essential so that women accumulate enough retirement assets for their entire lives. On average, women in the U.S. have a life expectancy of 80.2 years compared to men having a [...]

Common Mistakes That Can Hurt Your Credit

Having a good credit score doesn't just get you the best interest rates. It can also reduce your auto insurance premiums, allow you to avoid security deposits, and in some cases, even help you get hired.1 But what goes into your credit score, and how can you make sure you're doing what you can to [...]

Tax Planning for Business Owners

What is business tax planning? When starting a business, you must consider a number of tax-related issues. Although business tax planning is a complicated area, it is essential to understand three major topics: tax consequences when the business is formed, tax consequences when the business generates income or loss, and tax consequences of business distributions. [...]

By |2023-01-26T10:25:49-06:00February 23rd, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

8 Tips for Becoming a Wise Consumer of Healthcare

With healthcare costs continuing to rise, there are ways to help lower the cost of healthcare for yourself by becoming a wise consumer of healthcare. February is National Wise Health Care Consumer Month and a great time to empower people to make smart choices regarding their healthcare. Here are a few ways that you can [...]

By |2023-01-26T10:20:38-06:00February 16th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

Nothing Says Love on Valentine’s Day Like a Spousal IRA

Looking for ways to save "I love you" on Valentine's Day? Then you may want to consider opening a spousal individual retirement account (IRA). This gift says, "Let's grow old together comfortably," and shows your partner that you care about their financial wellness. Beyond that, a spousal IRA offers the following advantages. 1. Investment Opportunities [...]

By |2023-01-26T10:17:51-06:00February 13th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

Kick off the Big Game With These 7 Super Investing Lessons From the Super Bowl

The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies. 1. Focus On Your Goals [...]

By |2023-01-26T10:14:36-06:00February 9th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

Opportunities in 2023

Whether you’re one to set ambitious New Year’s resolutions or simply use the beginning of the year to reset on a few habits, there’s almost always some value in reflecting on the past year before looking ahead. The same is true for the markets. When we look back on 2022, it’s easy to identify the [...]

By |2023-02-02T12:40:15-06:00February 2nd, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

Don’t Miss Out on These 5 Commonly Overlooked Tax Deductions

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary [...]

By |2023-01-26T10:11:44-06:00February 2nd, 2023|OnPath Thought Leadership, The Founders Group|0 Comments
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