RECENT NEWS

  • Stock Plans
    on April 21, 2025 at 6:20 am

    A stock plan is a form of employee compensation that provides your employees with either stock or an amount of cash that is based on the performance of your company's stock. There are numerous types of stock plans that you can offer to your employee, including employee stock ownership plans (ESOPs), restricted stock plans, stock appreciation rights (SARs), stock option plans, and employee stock purchase plans.

  • How to Maximize Your Property Investment Profits as the 2025 Rental Season Begins
    on April 21, 2025 at 6:20 am

    Minimize vacancies and maximize profits with strong listings, social media marketing and property management software.

  • Trust as Beneficiary of Traditional IRA or Retirement Plan
    on April 21, 2025 at 6:20 am

    A trust is a legal entity that you establish to hold property for the benefit of one or more individuals (the trust beneficiaries). Every trust has one or more trustees charged with the responsibility of (1) managing the trust property, and (2) distributing trust income and/or principal to the trust beneficiaries according to the terms of the trust agreement. (A trustee can be an individual or an institution, such as a bank.) Many different types of trusts can be used to achieve a variety of objectives.

  • What your boss makes of your apology
    on April 21, 2025 at 6:20 am

    Does apologizing win you favours or hold you back?

  • The Benefits of Tax-Advantaged Savings Vehicles
    on April 21, 2025 at 6:20 am

    It's helpful to look for tax-advantaged strategies when building a portfolio.

Weekly Market Commentary

Is India The New China? | Weekly Market Commentary | September 25, 2023

Is India The New China? | Weekly Market Commentary | September 25, 2023

India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and an ongoing digital transformation have been key catalysts to India’s outperformance over China.

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What is Normal? | Weekly Market Commentary | September 5, 2023

What is Normal? | Weekly Market Commentary | September 5, 2023

The 1980s were a time of great movies, parachute pants, and even better music. Throw in the release of Pac-Man and the launch of MTV (when they actually played music videos), and the 80s were largely considered by some (me) to be the best decade ever! The 1980s also saw the start of one of the most impressive bull market runs in recent history: The start of the bond bull market.

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Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023

Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023

The Federal Reserve (Fed) often uses the Jackson Hole Symposium to announce tweaks in policy. Other central bank leaders are also worth watching as investors try to perceive where rates will be in the coming months. In this piece, we discuss some of the opportunities and risks we see in the markets and the economy following the central banker confab. We close the piece with investment implications.

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