Watch Out for LLC Annual Reporting Scams!

Please be aware of an LLC annual reporting scam perpetuated by a company calling itself Workplace Compliance Services (WCS). The scam attempts to collect $125 from un-suspecting LLC managers who believe they are fulfilling the Louisian Secretary of State’s (SoS) annual reporting requirement. In reality, however, Workplace Compliance Services is not affiliated with the Secretary of State (nor is […]

This is an example of an Offering Memorandum for an investment opportunity in a commercial office building in Shreveport, Louisiana.

Overview of Small Business Retirement Plans

Below is an overview of the most common retirement plans offered by small businesses. If your company doesn’t currently sponsor a retirement plan, or if you’re not pleased with the one you have, this summary can help you see how these choices stack up. Safe Harbor 401(k)s As 401(k) plans have gained popularity, many employees […]

Customization Comes to Target-Date Funds

According to Morningstar, target-date funds (TDFs) attracted approximately $70 billion in 2015. Another research firm, Cerulli Associates, has predicted that 88% of new 401(k) contributions will go into TDFs by the end of 2019. As this market expands, new versions are appearing: the “custom” TDF has been labeled the fastest growing segment. The rise of […]

“Explanation of Blueprint for Creating Long-Term Wealth”
by Dillon Wright

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Young Professionals & Entrepreneurs Blog
November 26, 2018

This file contains a brief explanation of the Blueprint for Building a Success Business, and it provides an overview of the framework for creating long-term wealth (used by the most successful business owners I have worked with during the previous 12+ years).