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Past Commentary & Articles

Life can feel out of control during the divorce process and it’s natural to have an emotional reaction that drives you to keep the marital home. Don’t forget to pause and consider the details before finalizing your divorce settlement.

It’s beginning to feel like open season for massive corporate layoffs. Several well-known tech companies that expanded employee headcount in 2020/2021 are reconsidering their growth trajectories.

Equity (stock)-based compensation is a way for companies to reward their executives with shares of stock or stock options. These types of compensation can be an important part of an executive’s overall compensation package, and can provide a number of benefits to both the executive and the company.

Long-term, globally diversified investors willing to tolerate short-term volatility in the pursuit of long-term returns can seem rare. This was especially the case last year. Over time, however, we believe the benefits of adopting this mindset can be enormous.

A common personal-finance New Year’s resolution involves getting out of personal debt. Two common approaches are: the debt avalanche method and the debt snowball method.

As predicted, SECURE 2.0 is now the law of the land, having passed both houses of Congress and signed by President Biden just before the end of the year. The new law has many provisions that will make it easier for employees to save for retirement, and plan sponsors/business owners should be aware of rule changes that will impact existing and new plans. We lay out the most important points.

SECURE Act 2.0 is a significant piece of legislation, which is designed to improve retirement security for Americans. It includes a number of provisions that could affect the amount you can save for retirement now or in the future.

Creating a personal budget can play an essential role in helping you take control of your finances and achieve your financial goals. It’s also a handy tool for those who find themselves on their own after divorce or the loss of a spouse.

This paper introduces the methods and conclusions of evidence-based investing and relates how an investor can best capture market gains while avoiding the pitfalls of conventional approaches.

Many of us dream of our retirement day and how wonderful it will feel to finally be in control of our own schedule. We diligently work through the details of our financial plan each year to hit the mark. But anything can happen between now and then, and some of those things may be out of our control and we mitigate them as best we can. There may be other factors within your control that you may have overlooked. Here are three key retirement planning areas that are often missed.

An assignment to work overseas – either temporarily or permanently — can be an exciting and rewarding experience for any executive. However, the tax implications of working in a different country can be daunting. To keep such assignments attractive, and to help executives manage potential tax burdens, international companies may employ a technique called tax equalization.

With 2022 ending soon and the holiday gifting season in full swing, you may be considering a contribution to a child or grandchild’s education. With the rising cost of tuition, adding to a child’s education savings could be a welcome gift!