October is here. As the year draws to a close, it’s crucial to review your tax situation and take advantage of any tax and estate planning strategies that may apply to your situation. Looking for options that could help you minimize your tax burden and maximize your wealth over the long ter …
One of the top questions we’re receiving lately has to do with the impending debt ceiling drama and what it could all mean. Here are some common questions and answers regarding this excitement out of Washington.
Surprisingly, stocks continue to trend higher in the face of a constant barrage of negative news in the media. As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. In fact, last Thursday the S& …
Stocks fell for the second consecutive week, but the losses were quite manageable. In the face of banking and economic concerns, stocks are holding the line. Stocks tend to lead the economy, so just because the economic headlines are poor now doesn’t mean they will be in the future. Stocks …
In the face of more regional bank crashes and numerous worries about the economy, the stock market continued to hang tough. In fact, stocks have rallied late for two consecutive weeks. Stocks continue to defy the negative sentiment and look ready to move higher. A common narrative is only f …
Companies may grant employees stock options as a form of noncash compensation. This allows the employees to purchase shares of the employer’s stock at a given price after a predetermined period of time has passed. The intent of stock option compensation is to align the interests of the empl …
Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. The S&P 500 posted a gain of 1.6%, pushing its year-to-date gains to 9.2%. Not a bad way to start the first four months of the year, despite all the recession calls and the banking c …
