Are You Taking Your Age Into Account When Assessing Your Portfolio? If Not, Here’s Why You Should
Your mindset and goals continually evolve over time. At age 25, you might be focused on paying off student loans …
Capital Gains & Your Taxes: A Brief (But Important!) Guide
Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any …
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COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
One year into the pandemic, Americans are continuing to strike a balance between staying safe and handling their day-to-day responsibilities. …
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A Third Round of Stimulus Checks Are Coming for Americans: The Rundown
One year into the pandemic, individuals everywhere are experiencing emotional, physical and economical implications. In an effort to ease the …
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The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan
In one of his first major moves in office, President Biden has signed the American Rescue Plan Act – a …
You’re a High-Level Executive With Stock Options: A Guide to Understanding the Complexities of Equity Compensation
Equity compensation is an alternative compensation strategy designed to provide employees with investment opportunities through company-based stock options. Over the …
A Shift in Government Could Mean Big News for Environmentally-Focused Investors. Here’s What We Mean
While President Biden has a packed agenda between combatting COVID-19, a slow-started vaccine rollout and economic instability, he has promised …
Black History Month Is Here: Celebrating Black Wealth Builders Throughout History
February is Black History Month, an annual celebration of the achievements of Black Americans and their integral role in our …
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Filing Soon? COVID-19 Will Likely Impact Your 2020 Tax Return. Here’s How
The CARES Act, a direct response to the economic turmoil caused by COVID-19, sought to provide economic support to millions …
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Rain, Snow & Ice: 4 Tips For Preventing an Insurance Claim This Winter
If you’re like many Americans, you’ve been hit by a hefty dose of winter recently. Even if you’re used to …
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