Category Archives: OnCourseArticles

Business Transition: Reasons to Plan Ahead

Successful business owners are adept at running and growing their businesses, yet many don’t stop [...]

Tax Loss Harvesting: Don’t Let a Loss Go to Waste

This article was co-authored with James Sherrard. Most people are familiar with traditional means of mitigating [...]

Defining Financial Success

While many people have an idea of what financial success looks like, they often fail [...]

Approaching Retirement: 7 Things to Consider

The sooner you lay a foundation for your retirement strategy, the better prepared you’ll be [...]

Key Considerations for Maximizing Wealth During Inflation

This article was co-authored with Bob Tabor. Long-term inflation like we’ve experienced for the past [...]

Passing on Wealth: Considering Multi Generations in Your Strategy

This article was co-authored with Jana Hovey. Thinking about how to pass along wealth to [...]

The Importance of Updating Estate Plans

For many people, estate plans are a difficult task to get around to. And once [...]

Tips for Managing a Concentrated Stock Position

There are many reasons a person may find themselves in possession of a large holding [...]

Estate Planning Isn’t Just About the Future

People often think about estate planning as a financial tool triggered by a person’s passing. [...]

How To Supercharge Your Charitable Giving

Giving back is a common and noble gesture that is fairly well engrained throughout much [...]