Your Financial Plan and Lessons From a Historic First Six Months of 2020
July 1, 2020
Despite market volatility, staying disciplined kept your plan on track in 2020.
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February 22, 2018
January started with a bang. The stock market continued its seemingly non-stop ascent, leading many to two rather divergent thoughts; 1) This thing has to end, and 2) Let’s get in! As February rolled in, another feeling that thankfully has been missing for several years greeted us once again. The feeling of risk. February marked […]
September 1, 2020
Executive compensation plans, including stock-based compensation, are a great way for companies to attract and retain top talent. Understanding the tax implications, however, can be a daunting task. Many variables come into play, including plan type, qualified or non-qualified status, holding periods, etc. and for busy professionals, just finding time to focus on this can […]
December 8, 2020
With the presidential election behind us and Joe Biden entering the Oval Office in January, questions and uncertainties still exist regarding his proposed tax package. With the “Blue Wave” of Democratic control over the White House, Senate, and House of Representatives seemingly less likely, major tax reform that was a pillar of Biden’s presidential platform […]