Growth Versus ValueâA Balancing Act, Not an All or Nothing Approach
Over the last decade, there hasn't been much to complain about when it comes to equity performance. Even after the sharp decline seen in financial markets earlier this year, equity indices have rebounded with strength and now sit at...
Read more
Our 2020 Year-End Planning Checklist for Uncertain Times
One adjective that describes this year is âuncertainâ. Regardless of what the future brings, proactive year-end planning is always essential. Here is a checklist of things to consider before the end of 2020.
Read more
Benefiting From Historically Low Mortgage Rates
If you have not given serious thought to refinancing or analyzing how borrowing at low rates may benefit your broader financial situation, now is the time. Many financial rates are at historic lows due to current conditions, market instability...
Read more
Next Nest: Working Remotely Through COVID-19
In this edition of Next Nest, the Carlsonsâ son and his fiancĂŠe deal with working remotely during COVID-19 and leaving their NYC apartment to quarantine at the familyâs beach house. Sate income taxation rules are complex, and the increase...
Read more
Proposed Regulations on Carried Interest Taxation
The TCJA quietly added a provision to tax certain âcarried interestsâ at a higher tax rate. That additionâInternal Revenue Code Section 1061 (IRC 1061)âtaxes certain carried interests at the ordinary income tax rate. Simply stated, carried interest is the...
Read more