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Daniel Russell, Sr.: The Power of Connection
In this episode, Nathan and Dan discuss: Key Takeaways: “I not only had people that gave me opportunities, but I also had people that gave me time, knowledge, and advice. … Continued
Day in a Canoe: Rod Meloni – Perseverance Matters
In this episode, Nathan and Rod discuss: Key Takeaways: “You have to have perseverance. Even if things start going south on you, or you’re not finding what you’re looking for, … Continued
2023 – Q1 Investment Commentary
Performance Asset prices across the board rose over the final three months of the year. Stocks rallied for a sizable portion of the fourth quarter, recouping some of their previous … Continued
Tax Planning 2023
It’s never too early to start planning tax reduction strategies. Please use our Key Financial Data 2023 PDF below to answer any questions you may have tax rates, deductions, credits … Continued
Preparing for 2023: The Resources You’ll Need for Another Unpredictable Year
Looking back, 2022 was a year of uncertainty and surprises. While it started with the hope of a post-pandemic recovery, the war in Ukraine and spiking inflation quickly took center … Continued
Day in a Canoe: Karen Hayward: Leadership with Empathy
In this episode, Nathan and Karen discuss: Key Takeaways: “Dream big – and then when you thought you’ve dreamed as big as possible, dream bigger.” — Karen Hayward About Karen … Continued