Double whammy: the impact of Covid & Hurricane Sally to the Gulf Coast
Josh and Jay discuss the impact of Hurricane Sally plus everything that has changed over the past 6 months while dealing with the Covid pandemic

Josh and Jay discuss the impact of Hurricane Sally plus everything that has changed over the past 6 months while dealing with the Covid pandemic
Learn how we use math, methods, systems, research, collaboration and common sense to construct investment portfolios to match investor's time horizon, risk tolerance & goals, and how that played a critical role in portfolio resiliency during the crisis.
The primary business owner can potentially sell company stock in a tax-free manner to the employees and there are potential tax savings related to lack of income taxes paid at the corporate level with an ESOP.
Non Qualified Deferred Comp is a way to offer additional benefits to incentivize your key employees to stay loyal to the company, while providing some element of control for the provider of the plan.
We discuss why a business owner would consider a Defined Benefit Plan and how a business owner with a fully funded 401k can layer a Cash Balance Plan on top to provide additional future retirement income.
A Buy/Sell agreement should be a properly structured protection plan for the involved parties, but if unfunded, it's just a promise.