Insights

2021: The Year of the NUA

If you own highly appreciated stock in your company’s qualified retirement plan 2021 could be the perfect setting for you to utilize net unrealized appreciation strategy, or NUA.

Guide to Business Succession Planning

Business Succession Planning: Crafting Your Legacy Transitioning a business, whether to family members, employees, or an outsider, is a significant milestone in an entrepreneur’s journey.

Keep Politics Out of Your Portfolio

In our current environment, where political news comes from every direction, it’s important to remember the importance of impartiality in your portfolio. There is a

1st Quarter Market Update 2024

Happy New Year!  The 4th quarter was quite the wild ride so here is my attempt to summarize what just happened.  • Stocks: The Party

We All Have Money Blind Spots

Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of

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