Author Archive

Quarterly Insights

Happy New Year! It’s that time of year when economists and investment professionals engage in the popular ritual of predicting where the economy and markets are headed over the upcoming year. If enough people look

Tax-Free Real Estate Exchanges

When real estate investors consider selling their properties after significant price appreciation, they often face a tough choice.  Investors can cash in on a potentially good offer and pay the taxes, or they can continue

Our Current Thinking on Cryptocurrency Investments

October was a big month in cryptocurrency land. Bitcoin reached an all-time high of nearly $67,000, and the first exchange-traded fund (ETF) focused on bitcoin began trading. The rapid rise in the price of bitcoin has had a polarizing effect on many investors. Some investors remain very optimistic about bitcoin and cryptocurrency investments in general while others see cryptocurrency investments as speculative or dangerous…

What to Know Before Participating in an Employee Stock Purchase Plan

Have you been offered an employee stock purchase plan (ESPP) in your compensation package? An ESPP allows you to buy your company’s stock at a discount, defer tax payments on the gains until you sell the shares, and take advantage of additional tax benefits depending on how long you hold onto the shares. Below are frequently asked questions regarding ESPPs and what you should keep in mind before participating in your company’s plan.