Blog
We educate and help our clients grow, protect and distribute assets with efficiency and peace of mind. Helping people to secure peace of mind is incredibly rewarding! LongSchaefer was founded on the idea that wealth maximization is everyone's business. We educate and empower our clients and the marketplace.
Pullbacks, Corrections, and Bear Markets
Worried investors believe "this time it's different." When the market drops, some investors lose perspective that downtrends – and uptrends – are part of the investing cycle.
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Comics, Collectibles, and Coping with Calamity
While you may not be into comic books, items like artwork, antiques, or baseball cards, can hold surprising monetary value, but collectibles can be affected by a number of factors, including liquidity.
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Fed Keeps Pushing Rates Higher
Few investors should have been surprised when the Federal Reserve raised interest rates after its May meeting.
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Inflation Creeping into Personal Finances
If you have a balance on a credit card or an adjustable-rate mortgage, you might be noticing changes in your payments.
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Avantax Market Update - May 2022
View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, inflation, the current Federal Reserve policy and the dollar.
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"Unretiring" To Stay in the Game
Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!
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Weekly Market Insights: Markets Weigh Menu of Uncertainty
Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation.
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Avantax Planning Video: Exit Strategy
Selling a business is a very personal decision. It can be difficult and overwhelming to know where to start when considering your future, your partners, your family, your employees and team, and your customers or clients.
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A Challenging Start to 2022
Add it all up, and you could be thinking, “I just want to sit this one out.” But that’s exactly the time when you should remind yourself about investment strategy.
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Staying Positive
Inflation is running hot, gasoline prices are up, interest rates are climbing, and it’s hard to remember the last time the stock market had a winning week.
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Weekly Market Insights: Ukrainian War Stresses Economy
War in Ukraine weighed on stocks as investors assessed the economic impact of continued hostilities, expanding economic sanctions, and potentially higher inflation due to rising oil prices and new stresses on the global supply chain.
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Are you prepared for a market correction?
Here’s a quick refresher: a correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer. Recently, we’ve seen a bumpy ride,
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Stock Market Volatility
Interest rates. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices.
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5 Steps to Evaluate Your Next Cloud-based Accounting Platform
Business owners have enough on their plate without the added stress of selecting a new cloud-based accounting platform. But choosing your next accounting software doesn’t need to be an endless project that demands your constant attention. A
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Your 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
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Remote Workers Could Create Additional Taxes For Your Business
Has your company switched to a remote work or hybrid environment for employees?
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Chart A Course For Your Business’ Future With Forecasting
Managing cash flow is essential to business management. Revenue can fluctuate, and expenses need to be paid on time to maintain a positive working relationship with vendors, utility companies, and employees. Thankfully, there’s a...
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Congress Has Approved the Infrastructure Bill: What’s In It For You?
The long-awaited $1 trillion Infrastructure Investment and Jobs Act (IIJA) received the U.S. House of Representatives’ approval Friday, November 5, 2021, to provide funding for improvements to highways, bridges, and other road...
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Outsource Sales and Use Tax Compliance to Mitigate Risk
Tax compliance is an essential aspect of any business, with sales and use tax making up a large portion of overall tax requirements. However, sales and use tax can get complicated very quickly as each state and local tax has its own...
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