Jonathan V. Bever
A Return of the Bull: Blog II
Investors ask what we expect the market to look like in the coming 12 months. This blog is our thinking behind this thesis.
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Fulcrum Wealth Advisors
- 4 min
What Is A Fiduciary Financial Advisor And Why Do You Need One?
Wondering what a fiduciary is? Read this article to find out why you need one and how Fulcrum Wealth Advisors can help.
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Jonathan V. Bever
- 10 min
China: part 1
Labor Inflation: Exported Baltic Dry Index: Unyielding debt limits: This is going to be a longer blog than usual; we are going to break...
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Fulcrum Wealth Advisors
- 4 min
Why Cash Flow is More Important than Profits
Many equate the success of a company to its reported profits. While profits are good, they do not represent the financial standing of any...
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Jonathan V. Bever
- 5 min
Don’t cut down your retirement tree. Lumber bubble blog: Natural resource
We are experiencing something we have never experienced before. I am referring to the easy money coming out of the Fed Reserve bank. It...
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Steven J. Rosenthal, CPA, CFP, JD
- 6 min
Blog 3: 8 Tax Tips for SMBs In 2021
Small to medium-sized businesses can recognize tax benefits or minimize tax risks using the following tips. Our tax expert, Steven...
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Blog 2: Sellers Beware - Business Valuations May Be Affected By Undiscovered Tax Risks
Failure to discover tax risks can cost you thousands at closing. Here’s how to preserve your maximum business valuation.
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Blog 1: Sell Or Buy A Business In 2021 To Beat Upcoming Tax Increases
Due to proposed legislative changes in capital gains taxes at both the federal and Washington State level, buyers and sellers of SMBs would
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Tax Considerations for WA State Small to Medium Sized Businesses (SMBs) in 2021
Written by tax expert, Steven Rosenthal, JD, CPA, MBA, LLM, CFP® Tax issues can give even the most well-prepared individual a headache...
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Jonathan V. Bever
- 11 min
Return of the Bull blog 1
Inflation and the Big Mac Negative yields Common-sense: Makes-sense: Non-sense. Using common sense, a few charts, discipline,...
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Fulcrum Wealth Advisors
- 9 min
A return to volatility #7 – Goldilocks and the return of the bull: (neither too hot nor too cold)
Casey Stengel "Never make predictions, especially about the future." We will heed his advice. In the following pages, we are going to...
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Jonathan V. Bever
- 11 min
A Return to Volatility #6
This is our 6th addition to the Return to Volatility. We will try to tie together some of the concerning issues over the last 2 years
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Fulcrum Wealth Advisors
- 3 min
NY Extends Grace Periods if COVID-19 Pandemic Creates Financial Hardship
A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the...
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Fulcrum Wealth Advisors
- 2 min
SARS Coronavirus (COVID-19)
Fulcrum Wealth Advisors, like most firms, has been fielding many calls about this current market situation. Many people are asking about...
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Fulcrum Wealth Advisors
- 8 min
A Return To Volatility 2020 #5
Written by: Jonathan V. Bever Typically, a dollar today is worth more today than tomorrow (inflation), but what if a dollar is worth more...
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Fulcrum Wealth Advisors
- 10 min
The Very Big Picture
The very big picture: The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, or...
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Fulcrum Wealth Advisors
- 5 min
A return to volatility Part IV
Written by: Jonathan V. Bever It is now August; again, I find myself in Tokyo for a series of meetings. While I have friends here who are...
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Fulcrum Wealth Advisors
- 3 min
Art as an Investment
Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional...
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Fulcrum Wealth Advisors
- 6 min
Return to volatility: Part III-Why?
Written by: Jonathan V. Bever This is a follow up blog the last blog, “Return to Volatility: Part II”. As I sit in a swank coffee shop in...
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Fulcrum Wealth Advisors
- 5 min
The Return to Volatility: Part II
Written by: Jonathan V. Bever Investing from the end of the diving board When I wrote a “Return to Volatility” last February, there was...
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