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75 basis points
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By John Bovard, CFP® Investing

23 Jun: What Just Happened? The Fed Increases Velocity and Accepts Reality

The Federal Reserve raised the key short-term interest rate by 75 basis points in response to the release of the…

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Inflation volatility
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By John Bovard, CFP® Investing

14 Jun: It’s Not About Inflation, It’s About Volatility

Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation…

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Financial Fitness
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By John Bovard, CFP® Tax Planning

08 Jun: Financial Fitness – Mid-Year 2022 Check-In

Summer will officially be here soon, but before kids get out of school and all the vacation planning you did…

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Tax Planning Long Game
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By John Bovard, CFP® Tax Planning

31 May: Tax Planning for Retirement: The Long Game

Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your…

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A37DAF83-6E05-44E1-B9BD-5CB112ECC8FB
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By John Bovard, CFP® Trending Now

25 May: Client Service Associate – Job Opening

Job Title: Client Service Associate Inquiries Please email: johnbovard@incline-wealth.com Responsibilities and Activities: Work with new clients Onboards new clients to…

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Small Business Retirement Plans image
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By John Bovard, CFP® Investing Trending Now

22 May: Retirement Plans For Small Business Owners

The Role of Small Business Retirement Plans Embarking on the rocketship of starting a business is both exhilarating and overwhelming….

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Feds Actions vacuum
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By John Bovard, CFP® Investing Trending Now

17 May: Are Fed Actions Working? Parsing the New Data

Are Fed Actions Working? Parsing the New Data After April’s downturn, the first two weeks of May have not seen…

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Business owner benchmarks
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By John Bovard, CFP® Business Planning

10 May: Benchmarking Your Business For Growth

Benchmarking Your Business For Growth Building and running a business requires many different skill sets. You’re often the development head,…

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Berkshire hathaway 2022 annual meeting (600 × 600 px)
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By John Bovard, CFP® Business Planning Investing

04 May: Berkshire Hathaway Annual Meeting 2022

Berkshire Hathaway 2022 Annual Meeting Last Saturday was the Berkshire Hathaway annual meeting in Omaha, Nebraska. This is the first…

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C08A4EAF-6736-44AA-BA06-B4689D313BBB_4_5005_c
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By John Bovard, CFP® Business Planning

19 Apr: Small Business Retirement Plans

Small Business Retirement Plans— SIMPLE, SEP-IRA and SOLO 401(k) Small companies shouldn’t forgo retirement savings just because a 401(k) plan…

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