A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
62, 70 or Somewhere In Between? It's Time to Answer the Question Once and For All: When Should I Claim Social Security?
Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.
GameStop, AMC & Blackberry: Here's a Reminder About the Importance of a Diversified Portfolio
GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification.
You're a High-Level Executive With Stock Options: A Guide to Understanding the Complexities of Equity Compensation
Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.
Markets in Review | Week ending 01/15/2021
Stocks fall for the first week in the last three, but are still near all-time highs. The 10-year UST yield hit 1.18%, its highest since March, before falling back to 1.08%.
2020 4th Quarter Client Update
Much happened in 2020: we opened with the longest bull market & economic expansion in America's history, only to see a pandemic shutdown the economy