Resources that help you prepare and confidently navigate the world of taxes and finances.

Last Minute Tips to Help Mitigate Your Tax Liability

As a business owner, December usually involves taxes in some way, shape or form. Our accounting team has compiled a few last minute tips for what moves to make before year end to help mitigate your tax liability in the new year.

8 Year-End Financial Planning Tips

With the end of the year approaching, Advisor Clark Hayden takes a look forward and gives the top tips to help guide your financial planning in the new year.

How Markets React to Elections

We take look at Dimensional's data of markets and elections.

Employee Benefits Season – What Should I Sign Up For?

In the midst of signup season for employee benefits, Advisor Clark Hayden, CFP®* takes us through the big ticket items and what to be aware of.

What Account Should I Use for Education Savings?

Once you reach the point where you are willing and able to save for education, what are the best vehicles to use?

Volume 2: The Lockshield Letter

Lockshield Partners' 3rd Quarter Update

in partnership with