Uncategorized

09.08.26
Jon T. Meyer, CFP®

August 2026 Market Review

Articles
Market Review
Wealth Management

No Summer Break for the Bond Market Hawks soar in Jackson Hole and Treasury policy increases volatility in markets. August 2026 Key Observations August was a constructive but uneven month...

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Mastering the 360 Mindset with Jon Meyer artwork
09.08.26
Jon T. Meyer, CFP®

How AI Could Change Your Health, Money, and Time with Woody Taylor (Ep. 12)

Podcast

AI is becoming more personal, but if you’re thinking about using it to make sense of your health, finances, or everyday decisions, how much should you actually trust it? Understanding...

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09.08.26

Repair or Improvement: Does the Distinction Matter Under Current Tax Law?

Articles
Business Owners
Business Tax

Ordinary repair and maintenance costs are generally deductible in the year they’re paid or incurred, depending on your accounting method. Costs that improve property must be capitalized. However, under current...

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Working, remote, woman, sitting, at, home, desk, laptop, in, front, of her, talking, on the phone
09.08.26

Remote Work Can Complicate Your State Taxes

Articles
Individual Tax & Planning

Working remotely may broaden your job options and make daily life easier. But working from a different state than your employer — or spending part of the year working from...

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09.01.26

Tax Planning for Real Estate Investors

Articles
Individual Tax & Planning

Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income and build net worth over time. Often, this is a...

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08.31.26

How to Avoid and Correct Common Payroll Tax Mistakes

Articles
Business Owners
Business Tax

Payroll administration can be challenging for small business owners — and mistakes can create problems for both employers and employees. Incorrect paychecks can frustrate employees and require time and resources...

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Business professional sitting at desk in front of laptop smiling at camera
08.31.26
Jake Thibault, CFP®

IPO vs. Acquisition: Why Your Wealth Strategy Needs to Change Either Way

Blog
Wealth Management

As a die-hard, suffering Minnesota Vikings fan, I’ve had this feeling more times than I’d like to admit. You’re watching the game, you can see what’s about to happen, and...

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08.26.26

Worker Misclassification Can Carry Serious Consequences

Articles
Business Owners

Hiring independent contractors provides your business with valuable flexibility, particularly when you require specialized expertise or help with a short-term project. But calling someone an independent contractor doesn’t automatically make...

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08.25.26

Educators May Be Able to Claim 2 Deductions for 2026 Classroom Expenses

Articles
Individual Tax & Planning

Eligible educators can deduct some of their unreimbursed out-of-pocket classroom costs under the educator expense deduction. This is an “above-the-line” deduction, which means you don’t have to itemize to claim...

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Mastering the 360 Mindset with Jon Meyer artwork
08.25.26
Jon T. Meyer, CFP®

What Poker Can Teach Us About Better Business and Investment Decisions with Chris Potenza (Ep. 11)

Podcast

Good decisions don’t always produce immediate wins, and acting just because you’re uncomfortable can create bigger problems than waiting. How do you know when patience gives you an edge, and...

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BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.