Estate Planning Opportunities in a Low Interest Rate Environment
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
Equity Compensation: What You Need to Know
The proper use and management of equity compensation are significant components of a healthy financial picture for corporate leaders. Let’s take a closer look at three types of equity compensation.
Embrace Uncertainty and Teamwork – Insights from the Men’s College World Series
Expect uncertainty and embrace the power of teamwork. We counsel clients to focus on the things they can control, like how much they are spending, saving, and investing rather than letting uncertainty shred their peace of mind.
Donuts, Toast, and Other Life-Changing Decisions
Life is full of choices. We make thousands of them each day, from the very first moment we wake up. Some are small and relatively easy to make, like what to eat for breakfast. Some choices are much larger and take much more effort to consider.
“Sportsified” Diversification
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.