Insights

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How Does an Employee Stock Purchase Plan Work?

If your company offers an employee stock purchase plan (ESPP), it could provide a path to future wealth. Like any investment, however, participating in an ESPP carries risk. Before signing up, you should understand how an ESPP works, the specific provisions of the plan ...

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What Is a Grantor Retained Annuity Trust (GRAT)?

A grantor retained annuity trust (GRAT) can allow you to avoid large amounts of gift or estate tax while transferring high-value investments to the next generation.   Changing Estate Tax Law While most families don’t have to worry about estate taxes, they can put a ...

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What Is a SPAC?

Often referred to as “blank check companies,” special purpose acquisition companies (SPACs) have been around for decades. Typically created by investors with specific expertise in a particular industry or market sector, a SPAC is a company whose sole purpose is to ...

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Is a Long-Short Fund Right for You?

As we enter the second half of 2020, many investors have turned to alternative assets to protect them from the economic downturn. No one likes to lose money, and Warren Buffet (Founder of Berkshire Hathaway) said, “The goal is simply to survive the disaster with the ...

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5 Steps to an Effective COVID Portfolio

We’ve all been impacted by COVID-19. We have learned a lot about the virus, ourselves, and our economy over the last couple of months, but there is still a lot that remains unknown. While we can be certain that as our society opens back up there will be an increase in ...

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An Introduction to Stock Options and Taxes

As the number of startups hit new heights in the Silicon Valley and various companies are utilizing equity to help attract, retain, and motivate skilled workers, the term “incentive stock option” is becoming more common in employment contracts. Although many will use ...

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