Investments
Equity Investments Research Thematic Sleeve December 2023
INTRODUCTION When we think about portfolio construction, specifically equities, we segment our equity allocation into three ‘buckets.’ First, general market [...]
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Fall 2023: Uncharted Territory
Leave the Past Behind One of the most tempting mental undertakings to find yourself doing during times of great market uncertainty is to look back at history for [...]
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Stock Options & Your Employment Contract
Stock options have been a standard part of upper-level employee contracts for many decades. In the history of businesses, an “interest” in the [...]
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Boosting Your 401(k) Contributions Can Now Benefit College Aid
The landscape of college financial aid is constantly evolving, and thanks to new federal rules, there’s a promising opportunity for parents to boost their [...]
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The Three Types of Stock Option Vesting Schedules
There’s a first time for everything regarding vesting schedules. In the business world, many professionals have their first encounter with the stock market [...]
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Market Update: It’s Lonely Out There
Hope everyone is having a great summer so far. The typical summer slowdown does not seem to be in effect for us. We are quite busy, but good busy, and for that we [...]
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College Costs Keep Rising
As college costs continue to rise, parents are feeling the financial squeeze as they try to pay down their own debt while simultaneously saving for their [...]
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What is a Private Foundation?
Private foundations (PF) are a type of nonprofit organization that requires careful consideration when it comes to taxes. Navigating the tax rules associated with [...]
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How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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Surprise, Surprise: Stocks, Bonds and Gold Rise
Oops, They Did it Again ‘Don’t believe the hype’ is one of the big lessons learned so far in 2023 but Stocks, bonds, and gold have been solid. Recall how [...]
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