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Posts by Jonathan Todd, CFA:

Best Types of Businesses to Start in California

Jonathan Todd, CFA
Oct. 4, 2021

At its best, the California business environment is as sunny as its climate, a place where big corporations, longtime family businesses and upstart entrepreneurs thrive. There are millions of small…

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Study: Millennials May Have to Save 22% of Yearly Income for Retirement if Market Returns Drop

Jonathan Todd, CFA
Sept. 28, 2016

Millennials’ finances are already stretched by student loan debt and housing costs, but there’s another factor to consider: Compared with their parents, they may need to save much more of…

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Study: Money Secrets and Sluggish Savings Put Couples’ Retirement Dreams at Risk

Jonathan Todd, CFA & Dayana Yochim
Aug. 31, 2016

A third of Americans in a relationship say they aren’t saving, and those who are have bad habits that may hurt their chances of retiring comfortably.

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How a 1% Fee Could Cost Millennials $590,000 in Retirement Savings

Jonathan Todd, CFA & Dayana Yochim
May 4, 2016

A new NerdWallet analysis of how investment fees can eat into the future savings of today’s millennial investors found some staggering numbers.

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Best Places to Start a Business in Virginia

Best Places to Start a Business in Virginia

Jonathan Todd, CFA
Sept. 8, 2015

With plenty of incentives for both startups and existing businesses and a state corporate income tax rate among the lowest in the nation at 6%, Virginia’s business-friendly policies appear to…

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Best Places to Start a Business in New Jersey

Best Places to Start a Business in New Jersey

Jonathan Todd, CFA
Aug. 24, 2015

New Jersey recently unveiled a $50 million fund geared at helping entrepreneurs get started. That’s just one aspect of New Jersey that makes it a good place to start a…

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Best Cities to Start a Restaurant

Best Cities to Start a Restaurant

Jonathan Todd, CFA
Aug. 11, 2015

Opening a new restaurant can be a risky business. Owners need a solid business plan, an efficient yet friendly staff, delicious food and a little bit of luck. Location is…

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Best Places to Start a Business in Texas

Best Places to Start a Business in Texas

Jonathan Todd, CFA
July 20, 2015

Texas has weathered the country’s economic turbulence well, with record-breaking annual job growth, and locals chalk it up to a business-friendly attitude and community mentality. The Lone Star State typically…

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Best Places to Start a Business in Florida

Best Places to Start a Business in Florida

Jonathan Todd, CFA
July 20, 2015

If you picture Florida, images of palm trees, beaches and Disney World might very well come to mind. Indeed, those attractions and temperatures averaging 60-81 degrees help the state draw…

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Best Places to Start a Business in New York

Best Places to Start a Business in New York

Jonathan Todd, CFA
July 13, 2015

Entrepreneurs abound in New York, where small businesses make up 98% of all state businesses, according to the state’s Empire State Development. And U.S. Census Bureau data show revenue for…

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