Most investors spend the majority of their lives attempting to accumulate investable assets based upon the priorities and goals they’ve set for their family. Among the many priorities are establishing an Emergency Fund for liquidity, Saving for College (529 Plans), Retirement Planning, Health Care Planning and possibly even purchasing a Vacation Home. They realize they […]

Strategic Equity Advisors LLP is a boutique advisory firm empowering closely-held business owners to act strategically regarding illiquid private company investment. We recently sat down with partners of the firm, Scott Yoder (SY), Doug Hendrickson (DH) and David Broderick (DB) to explore SEA's unique capabilities in all areas of business ownership. What does your firm do and why do you […]

The last several years have been very difficult in both the US and Global economies. As a result we have been inundated with questions and concerns from our clients regarding their personal financial affairs. After careful consideration Smolin Wealth Advisors have decided that the time is right to get more involved in our clients’ financial […]

I found myself engaged in an interesting debate not too long ago regarding the work ethic of millennials vs. boomers.  So of course I hopped right up on my soapbox and grabbed my megaphone!  It seems that mine is a fairly unpopular opinion – depending on which generation to whom I’m making my case.  In […]

Some background. There have been two Supreme Court rulings in the last two years that have greatly affected the federal and state taxation of same sex marriages. On August 29, 2013 the Supreme Court struck down certain provisions of the Defense of Marriage Act (DOMA) and ruled in United States v. Windsor that the federal government must recognize […]

Phil Drudy, Member of the Firm, is passionate about year-end tax planning. We recently sat down with Drudy to get the answers to some commonly asked questions. Why is taking some time now, so key to income tax planning? People get to the end of the year, and have underfunded their IRAs or 401(k)s, for instance. […]

Tricky…but not necessarily impossible.  Imagine a pinup calendar with your CPA on your birthday month wearing a strategically placed calculator…and not much else.  Whoa, good luck shaking that visual.  But that’s not necessarily what I’m talking about (unless of course you have some very brave CPA’s on staff).  It’s a tremendous challenge to differentiate what […]

I’m not one to make waves.  (I almost typed that with a straight face)  Who am I kidding!?!?!?  I’m a virtual wave machine…and in my humble opinion marketers in my related industry face increasingly difficult times ahead.  In my best Dennis Hopper voice – it’s the information age man…we’re multi-tasked, multi-media’d, data tsunami’d and socially […]

  Fate. That is the word that my father uses to describe his path to becoming a business owner. The genesis of my father’s entrepreneurship is somewhat unique compared to most of the publicized stories we read about these days.  He didn’t get started in the proverbial garage by inventing the next great thing, he […]