The college search process is both a nerve-wracking and exciting time, where young adults are beginning to explore their future homes, realize their academic pursuits, and have some of the best years of their lives. And although parents partake in that exhilarating time with their child, their focus has shifted to something that is more of a concern than a joy: money.

The third quarter (Q3) of 2017 has come to a close.  We hope that you find this information helpful in evaluating your financial goals & objectives.  As always, please contact us if you have any questions about the returns of the capital markets or your own individual portfolio.  We appreciate your business.

As an employee of a private firm, it should come as no surprise that you may be offered an equity package in hopes of being persuaded to stay with the company. This is a popular incentive strategy utilized by many companies, although it may be confusing for you as an employee.

The second quarter (Q2) of 2017 has come to a close.  We hope that you find this information helpful in evaluating your financial goals & objectives.  As always, please contact us if you have any questions about the returns of the capital markets or your own individual portfolio.  We appreciate your business.

Tyler Lang and Jim Owens discuss small business financing options in this podcast, including common options for financing a business, problems with financing businesses may face, and alternative financing options.

The first quarter (Q1) of 2017 has come to a close.  Please contact our office if you have any questions about the capital markets or the performance of your own portfolio.  We appreciate your business.

Learn how best to manage your risk when your personal wealth is tied up in your business. Tyler Lang and Jim Owens of Integrity Capital discuss risks that pose a threat to small business owners, and how small business owners can manage their financial futures.

Tyler Lang and Jim Owens of Small Business, Big Plans discuss ways a small business owner can manage their personal financial plan in this podcast, including the most important financial information that small business owners need to know, and the primary components of a personal financial plan.

There are many different types of retirement plans for small businesses that are designed to fit a wide variety of needs. Tyler Lang and Jim Owens of Small Business, Big Plans discuss in this podcast how to distinguish between the different types of retirement plans for small businesses and their participants and how to choose the right one for your company.

2016 has come to a close.  It's time to change the calendar.  Attached is the year-end market review.  Please contact our office if you have any questions about the capital markets or the performance of your own portfolio.  We appreciate your business.