2 Strategies to Reduce Taxes from the Sale of Your Business

2 Strategies to Reduce Taxes from the Sale of Your Business

Long before you sell your business is the right time to explore ways to protect your proceeds from harsh taxation. Two possible strategies: the Qualified Small Business stock exclusion and a non-grantor trust. Originally published on Kiplinger.com May 15, 2022...

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The Morning View: April 19, 2022

The Morning View: April 19, 2022

In this morning’s data, Housing Starts were 1,793,000 in March, a bit more than expected and a 0.3% increase from the previous month. In addition, Building Permits were 1,873,000 in March, also a bit more than expected and an increase of 0.4% for the month. Overall,...

Is Crypto Investing Really Worth It?

Is Crypto Investing Really Worth It?

If your interest in investing in Bitcoin or other cryptocurrency is based mainly on a fear of missing out, step back for a second and do some research. Originally published on Kiplinger.com April 15, 2022 There seem to be several camps of thought when it comes to...

Market Update – April 2022

Market Update – April 2022

In Opening A lot has happened since our year-end investment commentary. In this letter, we will highlight the key developments as they relate to the global economy and financial markets. The biggest macro event is Russia’s brutal invasion of Ukraine. As is our job,...

The Morning View: April 12, 2022

The Morning View: April 12, 2022

In this morning’s data, the Consumer Price Index increased 1.2% in March and 8.5% on an annual basis, only slightly higher than expected on an annual basis, but again higher than the previous month. Monthly prices for Fuel Oil, up 22.3%, and Gasoline, up 18.3%, were...

The Morning View: April 12, 2022

The Morning View: April 1, 2022

Announced this morning, the economy added 431,000 jobs in March, a bit less than expected, with higher revisions to the previous month. The Leisure and Hospitality, Retail Trade, and Professional and Business industries were all strong, while the Transportation and...

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