DSJ Companies

07/23/2026

By July, a business owner usually has a better feel for the year.

The first few months are often a mix of catching up, closing out the prior year, getting through tax season, and setting goals that may or may not still make sense by summer. Once the second quarter is over, there is enough information to step back and ask a practical question.

Are we where we thought we would be?...

The first few months are often a mix of catching up, closing out the prior year, getting through tax season, and setting goals that may or may not still make sense by summer. Once the second quarter is over, there is enough information to step back and ask a practical question.

07/21/2026

What Business Owners Should Review After the Second Quarter
- Start with reviewing revenue
- Look at what's coming next
- Then review: what changed? What's working? What feels tighter than it should?

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07/20/2026

A new savings option for children is now available, and families may want to take a closer look at how it works. Trump Accounts give families a new way to begin setting money aside for a child’s future while the child is still young.

While these accounts share some similarities with individual retirement accounts, they have their own rules during the years the child is still a minor. For families who are already thinking about education costs, future homeownership, business opportunities, or long-term financial planning, this may be another tool worth reviewing...

A new savings option for children is now available, and families may want to take a closer look at how it works. Trump Accounts give families a new way to begin setting money aside for a child’s future while the child is still young.