Buttonwood Investment Policy Committee Update – November 2019
Our last full rebalance in September invested available cash and added to both high quality bonds and stock investments. We continue to remain fully invested and for assets not being [...]
Year End Tax Preparation
As Family CFO, we keep tax strategy high on our radar so Uncle Sam isn’t getting more from you than necessary. It’s likely opportunities exist for you to minimize tax [...]
I’m starting a business, so I need to set up a company, right?
With many opportunities available for small businesses, we are regularly engaged to assist with business planning and startups. "What is the best type of business entity?" is a question we [...]
Income Doesn’t Always Limit Roth Contributions
Through Buttonwood Art Space and our community involvement, we are fortunate to interact with thousands of people. And you guessed it, we hear many financial comments along the way. One [...]
Finding the Right Financial Advisor for You
In our noisy world, it can be difficult to determine which financial advisor is best for you and your family. However, there are core questions you can ask that will [...]
Buttonwood Investment Policy Committee Update – August 2019
The month of August has been quite a ride for the stock market. Stepping back and taking a bit longer view: The S&P 500 reached a high of 2,872 on [...]