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.

2nd Quarter 2022 Market Update

Anyone who has ever met me knows that I love people to the point where I have been described as an extrovert on steroids.  Our

Market Update

Everyone’s favorite hillbilly profit once said “The way I see it, if you want a rainbow, you gotta put up with the rain!”  Even though