New Jersey: 973.425.8420 New York: 212.202.2937
Many high-net-worth individuals have a significant portion of their wealth stored in financial assets - e.g. stocks and bonds in a portfolio. With the success of the markets over the last decade, many investors have…
Corporate stock: accumulation over time This past year my wife and I welcomed twins — our first children — into our family. In the months leading up to their births and the following year, we’d…
The Tax Cut and Jobs Act included a substantial increase in the Standard Deduction that each taxpayer is able to take. For individuals it moved from $6,350 in 2017 to $12,000. For married filing joint taxpayers,…
Bitcoin has garnered a lot of attention recently, and this is no surprise given its return of about 1000% in the last year (and over 50,000% in the last five years). It is hard to…
Note: This blog is the fifth and final installment in my series on the Five Virtues of a Wise Investor. Read about the other four virtues: No. 1: Curiosity, No. 2: Courage, No. 3: Thrift…
Note: This blog is the fourth installment in a series on the Five Virtues of a Wise Investor. Read about the first three virtues: No. 1: Curiosity, No. 2: Courage, and No. 3: Thrift. Five…
New Jersey Tax Reform Will Affect Retirees and Business Owners Recent Legislation passed and signed into law the most significant NJ tax changes in over a decade. Most importantly, it begins to change our state’s…
If you happen to inherit a 401(k), generally the best option is the roll the assets over into an Inherited IRA and take distributions over your lifetime. However, before doing so, you might want to…
Changing jobs can be an exciting but hectic time. As you take on new challenges, acquaint yourself with new coworkers and settle into a new environment, there are a few major financial items that you…
Each year, more than 100 high-level women who work across all sectors of Wall Street gather to continue to advance their careers and network strategically. The RegentAtlantic Wall Street Women Forum® is designed exclusively for…