Monthly Archives: September 2015

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9 09, 2015

Keep Track of Your Investment Basis

By | 2015-09-09T16:24:58+00:00 September 9th, 2015|Blog, Financial|Comments Off on Keep Track of Your Investment Basis

In taxes, there is a saying: “Those who keep records win.”  If you are an investor, you may have a variety of securities, including stocks, bonds, mutual funds, etc.  When you sell those securities, naturally you want to minimize your gains or maximize your losses for tax purposes.  Gain or loss is measured from your [...]

3 09, 2015

What Small Business Owners Need To Know About Balance Sheets

By | 2015-09-03T22:33:56+00:00 September 3rd, 2015|Blog, Financial|Comments Off on What Small Business Owners Need To Know About Balance Sheets

The most effective way for small business owners to be sure that they are aware of their company’s financial status is to have an accurate balance sheet that reflects the most current information available. By keeping this information up to date every quarter, you can help yourself avoid a lot of problems and surprises down [...]