Thoughts on the Market

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Some negative news about home sales and consumer confidence created fresh concerns about the state of the economy.

Restricted Stock Units (RSUs)

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Some employers offer incentive stock options (ISOs), restricted stock units (RSUs), performance shares, or employee stock purchase plans (ESPP).

What You Need To Know About Delaware Statutory Trusts

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DSTs or Delaware Statutory Trusts are continuing to be a viable option for many real estate owners that are entering retirement looking to relieve themselves of landlord duty and are tired of dealing with tenants, toilets and trash! Here’s a 60-sec version on how DSTs work.

529 Rollovers

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529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st.

How the Internet Gamed Wall Street’s Short Sellers

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You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.

Coronavirus Vaccines and the Economy

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As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.

2021 Limits for IRAs, 401(k)s and More

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On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

Election 2020: A Dose of Patience

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45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the 2020 presidential election.

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