Are You Charitably Inclined?

Are You Charitably Inclined?

If you’re charitably inclined, let’s make sure you’re tax-efficient in the process. Until the SALT $10K cap is repealed, you may not be reaping the full benefit of your charitable gifts. On the other hand, it’s not advisable to gift to charity only for the tax...
Our View of the Markets

Our View of the Markets

Overwhelmed with differing market views and economic outlooks?  Us too. Headline noise aside, here are some items worth noting with respect to our view of the markets. Current Valuation Themes Over-Valued: US Housing, Cryptocurrency, Lumber, Growth Stocks...
Stock & Executive Compensation Plans

Stock & Executive Compensation Plans

This can be a confusing part of your compensation package.  So much so that it’s often overlooked or executed via a sub-optimal strategy due to lack of education.  Let’s break down some key details related to stock & executive compensation plans: Employee...
Year-End Tax Planning

Year-End Tax Planning

Don’t Let Year-End Tax Planning Get You Down! So maybe taxes aren’t exactly at the top of your list. But remember, don’t implement these strategies solely for tax purposes – year-end tax planning is part of holistic financial planning. Furthermore, with...
Investment Diversification 101

Investment Diversification 101

Do You Have A Diversified Investment Portfolio? What Else Should You Consider? Does the term “investment diversification” make you want to skip this read?  If so, all the more reason to continue! The diversification inherent in your investment portfolio heavily...