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.
After a long year of quarantines, social restrictions, and working from home, many people have been looking for a bigger house that will meet their family’s needs. After perusing the Zillow listings with a cup
Chris Sidoni, CFA, CFP®, managing partner and CIO at Gibson Capital Management, was a recent guest on the podcast, Bridge to the Burgh, highlighting Pittsburgh residents and natives working in the finance world. Bradley Jones,
We were recently named one of InvestmentNews’ Best Places to Work for Financial Advisers. We are so proud of our team for receiving this amazing recognition and for what it means for all of us
Former Fed Chairman Paul Volcker once remarked that the ATM was the only financial innovation he could think of that has improved society. It’s true that big, important changes in finance do not come around all that often. The advent of the Exchange-Traded Fund (ETF) was one of them. Now some suggest direct indexing will be the next big thing and will supplant both mutual funds and ETFs.