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Category: Blog

Focused on Ending Insider Trading, the Penny, Epilepsy, the War in Iran, and Projects that Waste Taxpayer Money

September 1, 2026 Service2Client Leave a comment

strong>21st Century ROAD to Housing Act (HR 6644) – This bipartisan, White House-endorsed bill addresses housing affordability by placing ownership restrictions on…

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Posted in: Blog, Congress at Work, Uncategorized

Insurance for AI Risk: Is It Time to Consider AI Liability Coverage?

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Over the past few years, artificial intelligence (AI) has evolved from a futuristic concept into a core engine of modern enterprise strategy. Organizations across every major industry are now using AI to automate complex workflows…

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Posted in: Blog, Uncategorized, What's New in Technology

How to Keep Your Cash When You Make Good Money

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You’re doing well, earning a good salary. But somewhere around the latter part of the month, after you’ve paid your obligations and basically lived your life, which isn’t extravagant, you…

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Posted in: Blog, Tip of the Month, Uncategorized

Bond Investment Strategies

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Bonds are designed to deliver both capital preservation and income, and are generally considered lower risk than stock investing. The purchase price of a bond is basically a loan to an issuer, such as the federal government…

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Posted in: Blog, Financial Planning, Uncategorized

Understanding Inflation Accounting

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According to the July 12, 2026, Consumer Price Index Release from the U.S. Bureau of Labor Statistics, the 12-month inflation rate rose by 3.4 percent and the month-over-month measure rose by 0.1 percent in July 2026…

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Posted in: Blog, General Business News, Uncategorized

New Trump Account Updates

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Picture two couples, each with a baby born this year, each routing $2,500 of salary into that child’s Trump Account through an employer’s payroll system. One couple sits in the 35% bracket. The other, at roughly $65,000…

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Posted in: Blog, Tax and Financial News, Uncategorized

Travel Companions: How to Share Expenses

August 1, 2026 Service2Client Leave a comment

No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel…

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Posted in: Blog, Financial Planning, Uncategorized

Understanding the Exchange Ratio

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With more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding…

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Posted in: Blog, General Business News, Uncategorized

IRS Raises Mileage Rates Midyear: What You Need to Know

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For the first time since 2022, the IRS is changing standard mileage rates in the middle of the tax year. If you track business, medical or moving miles, this matters. Starting July 1, 2026, the numbers go up, and your recordkeeping needs…

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Posted in: Blog, Tax and Financial News, Uncategorized

Extending Daylight Hours, Protecting Cultural Livelihoods and Making Local Banking Easier

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Sunshine Protection Act of 2025 (HR 139) – The purpose of this legislation is to make daylight savings time (DST) permanent for most of the country. States…

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Posted in: Blog, Congress at Work, Uncategorized

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