Navigating Alternative Minimum Tax: Strategies for High Earners
In the realm of personal finance, understanding and navigating the Alternative Minimum Tax (AMT) is a crucial aspect for high earners. Originally established to ensure
2023 Investment Markets In Review
Markets and Investments Summary Global equity markets increased sharply in 2023, with 22% growth, led by a 26% return on the S&P 500. These returns
Navigating 83(b) Elections: Insights for Founders and Employees
In the complex world of equity compensation, understanding the intricacies of 83(b) elections is crucial. Whether you are the founder of a company or an
Portfolio Changes to Balance Market Opportunities and Risks
As part of our ongoing approach to systematically managing portfolio risks, we periodically seek to rebalance portfolios by bringing the mix of stocks, bonds, and
Financial Goal Setting for the New Year: Three Strategies
As we stand on the threshold of a new year, it’s the ideal time to reflect on the past and plan for the future. One
Maximize Your Impact with Year-End Charitable Giving Strategies
As we enter the holiday season, it’s easy to get swept up in the spirit of giving and generosity that often blankets this time of
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