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.

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