ESG factors are transforming both businesses and investing. ESG stands for Environmental, Social, and Governance, which are non-financial factors that have become an increasingly important part of the investment process. Why are more investors are embracing the ESG investing movement in a bid to drive change and make the world a better place? People naturally...
January is a great time to review contributions to your retirement plans. Starting in 2022, the maximum contribution that individual U.S. taxpayers can contribute to their 401(k) plans will increase to $20,500, up from $19,500 for 2021 and 2020. With the cost of living rising and increases in inflation, higher phase-out limits make many more...
Looking back at 2021, so much happened: market rallies and declines, fluctuating interest rates, Delta then Omicron, inflation, political polarization, etc. Surprisingly, 2021 was a good year overall despite volatility, most markets trended up, and the U.S. was in the lead. COVID is lingering, but unemployment is still lower than expected, corporate profits are rising,...
Looks like affluent investors can relax over the holidays after all! Many of them are off the hook from the tax hikes embedded in the Biden administration’s $1.8 trillion “Build Back Better” Act. Almost 4.5 million folks making between $369,300 and $884,900 will actually pay $4,340 less in federal tax in 2022 under the tax...
Estate planning tends to be avoided due to the distress and fears that facing our mortality brings. But, just like Business Exit Planning is needed to protect the value in your business so it can be transitioned to your heirs, so too is estate planning a necessity for any business owner with financial assets wishing...
