Executive Financial Counseling The Taxation of Restricted Stock Units June 1, 2023 - Restricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they're taxed at the federal level, and later treated as normal shares with tax implications during sale.
Economic & Market Update Reshoring for Resilience: Building Strength, Stability, and Prosperity in a Multipolar World Joseph Matus | May 30, 2023
Economic & Market Update Weekly Investment Perspectives Ben Pace Christian Thwaites James Lebenthal | May 30, 2023
Economic & Market Update Debt Ceiling Countdown and The Legend of Zelda Christian Thwaites | May 26, 2023
Economic & Market Update The Debt Ceiling: Where We Are, Where We’re Headed Christian Thwaites | May 24, 2023
Estate Planning Having Your Cake and Eating It Too! May 23, 2023 - Discover the intricacies of carried interest transfers in estate planning with our in-depth guide, "Having Your Cake and Eating It Too!" Learn about the IRS Section 2701, vertical slice safe harbor rule, and their impact on gift tax and wealth management.
Economic & Market Update The Kraken Wakes, or Japan Revisited May 20, 2023 - Insights from Christian Thwaites' investment analysis: A retrospective of the past week and a forecast of the coming days.
Economic & Market Update Claudia Sahm’s Recession Watch May 12, 2023 - Insights from Christian Thwaites' investment analysis: A retrospective of the past week and a forecast of the coming days.
Economic & Market Update Part V: What Will the Fed Do Next? May 12, 2023 — In this installment of What Will the Fed Do Next Senior Associate Sawyer Rothmann summarizes key takeaways from the most recent FOMC meeting.
Economic & Market Update The Dominant Dollar May 5, 2023 — Insights from Christian Thwaites’ investment analysis: A retrospective of the past week and a forecast of the coming days.
Economic & Market Update May 2023 Economic & Market Outlook May 2, 2023 — The U.S. economy is slowing yet expanding, with inflation rates decreasing and housing recession stabilizing. Lower energy prices and China’s growth help delay a European recession. Central banks are adjusting rates, while equity markets advance. Investors should be cautious of further tightening and consider cash as a near-term alternative to bonds.
Economic & Market Update Debt Ceiling Takes a Turn April 21, 2023 — The Days Ahead: This week Cobalt Blues In the 14th and 15th centuries, Ming dynasty ceramicists invented cobalt blue. It was known for its rich and enduring color and much prized by collectors, especially as there were severe export restrictions on Chinese porcelain. Before cobalt blue came along, blue paint came from lapis lazuli, which […]
Estate Planning Navigating the Unavoidable: A Comprehensive Guide to Preparing for Your Final Farewell April 20, 2023 — Discover the ins and outs of preplanning your funeral to ease the burden on your loved ones, save money, and ensure your wishes are fulfilled.
