Insights

The Corporate Transparency Act (CTA), which went into effect on January 1, 2024, requires new reporting obligations on limited liability companies (LLCs), corporations, and other similar entities. The stated reason of the CTA is to combat illicit activities such as money laundering and tax …

As a financial advisor, I thought it would be timely to discuss how the market has historically performed over each elected President’s four-year term. In the first year, we usually have an adjustment period that often sees modest market performance. The average return on S&P 500 was ar …

By Bruce Eisenhauer, Financial Advisor I’ve recently met with people who are contemplating retirement within the next few months – some by choice and design and some who are facing retirement (or the prospect of starting a new career) because their jobs were outsourced. And though these peo …

By Bruce Eisenhauer, Financial Advisor   Our partnership recently rolled out a new brand promotion, entitled “Find Your Freedom.”  As we attended our annual conference, I started to ponder what “Find Your Freedom” means to me. I think it is a great question and it takes on many angles …

Living Life as Opposed to Simply Existing By Bruce Eisenhauer Financial Advisor When I take the time to think about the people who have had a most profound impact on my life, I realize that they all have some commonalities. They all strive to help others, and they all live life to the fullest.

By Bruce Eisenhauer   To say it has been a year of difficulties would be true, but a bit of an understatement. We have experienced a lot of division, miscommunication, misinformation and purposefully misleading statements by people of power, as well as big businesses pushing their agendas.

Cuddle Bag Project for OCJ Kids was a Success!   With your help we were able to make 40 Cuddle Bags for children who are being placed in foster care.   Thank you!   Our goal next year is to make 60 Cuddle Bags in July. 15 Bags for toddler girls 15 Bags for toddler …

Bruce Eisenhauer- Financial Advisor When you hear someone mention their why, what comes to mind for you? Is it your purpose, your inspiration, the very thing that gets you up in the morning? Is it possible to have multiple whys? Do you have a why for work? For family? For hobbies? A why for …

When the lockdowns caused by the COVID-19 pandemic began, time seemed to stand still. Yet here we are at the beginning of the holiday season. So many people have lost their jobs, been forced to work at home, and felt isolated. Children have tried to home school, go back to school, divide be …