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Dealing With A Concentrated Position In Your Company Stock

Dealing with a Concentrated Position in Your Company Stock

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 collected a wide variety of…

ESG Investing: Aligning Values With Investing Activities

ESG Investing: Aligning Values with Investing Activities

Today, many investors are asking how they can align their values with their investing activities. ESG investing is a great approach.  What exactly is ESG? ESG stands for “Environmental, Social and Governance.”  Simply put, ESG investing is a way to…

Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early?

We’ve recently heard from a number of clients who wondered whether they should pay off their mortgages. I tell them that there are a couple of ways to answer this question. One is what I call the “MBA Final Exam”…

How Much Should Investors Respond To A Growing Deficit?

How Much Should Investors Respond to a Growing Deficit?

When asked about growing deficit in the U.S., Ronald Reagan famously quipped, “I am not worried about the deficit.  It is big enough to take care of itself.” Investors are having a less sanguine response to the growing government deficit…

Impact Of Tax Reform On The Nonprofit Community

Impact of Tax Reform on the Nonprofit Community

The Tax Cuts and Job Act (TCJA) passed in late 2017 was the most significant tax legislation we have seen since 1986 and the impact of tax reform on the nonprofit community is expected to be meaningful.  Industry leaders have…

Will I Itemize Deductions In 2018?

Will I Itemize Deductions in 2018?

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, it went from $12,700 in…

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