Restricted stock is a valuable part of compensation, but it can be confusing if you aren’t familiar with the rules. Most professionals receive restricted stock
Charitable giving does more than support causes you care about — structured correctly, it can also be one of the most tax-efficient moves you make in a year
On July 4, President Trump signed the One Big Beautiful Bill Act (“OBBBA”) into law, following House approval on July 3.
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As the August 1 tariff deadline approaches, a flurry of headlines predicts escalating trade wars, heightened market volatility, and global supply chain
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Retirement savings are crucial, yet many employees delay contributing to their 401(k) plans due to financial inertia. People procrastinate, avoid making
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Inflation has cooled and hiring is slowing. With prices rising closer to the Fed’s 2 % target, officials have room to ease up on the brakes they slammed in 2022
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If you're looking for smart, tax-efficient ways to pass on your wealth and protect your legacy, a Spousal Lifetime Access Trust (SLAT) could be one of the most
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Many of our clients frequently read, listen to, or watch the news. While there is surely no shortage of hot topics, one piece of significant legislation is
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As a Registered Investment Advisor (RIA), one of the most common trends we observe is the increasing popularity of do-it-yourself (DIY) investing.
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In today’s unpredictable economic climate, it can be tempting to try to react to short-term market movements. Headlines are dominated by volatility, inflation
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Investors are often surprised by the differences between Exchange-Traded Funds (ETFs) and Mutual Funds, especially when it comes to taxes.
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Employers who offer a 401(k) plan must fulfill important fiduciary duties under the Employee Retirement Income Security Act (ERISA).
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