Tax brackets change pretty much every year, and 2022 is no different. As we do tax planning for the upcoming year it is very important to identify where we are in the 2022 tax brackets so we know how much the marginal dollar will be taxed and if it makes sense to do things like […]

Two different belief systems serve as the basis for investment decisions: the modern portfolio theory (MPT) and behavioral finance (BF). A basic summary of the two schools of thought: the MPT focuses on the optimal state of the market, while BF is more focused on the actual state of the market. While an understanding of […]

When it comes to compensation, many companies are now providing equity and stock-based benefits to their employees. Each type of benefit has its own set of rules, and it’s essential to understand the nuances of each type. One form of equity-based compensation is restricted stock units (RSUs). Here’s what you need to know about this […]

Preparing tax strategies that are both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season. Build Your Team of Professionals You might build a team for any number of pursuits, from organizing a baseball team to putting together people to […]