Think Ahead: The 2024 Horizon
There are many professional economists who can tell you what is on the horizon for 2024. In this episode of…
Planning For the Tax Cuts and Jobs Act Sunset in 2026
Many significant tax changes enacted in the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire, or “sunset”,…
3 Key Takeaways from Warren Buffett’s Annual Letter
Warren Buffett’s annual letter to shareholders gets a lot of fanfare – and for good reason. Since taking control of…
Good Story Versus Bad Valuations
In the run-up to Nvidia’s earnings release late Wednesday, there was a palpable concern in the market that the AI…
Do Music Royalties Offer a Compelling Alternative Investment Opportunity?
Over a decade ago, I founded an early-stage, venture-backed company in the music technology space. At the time, the music…
Charitable Giving Year-End Checklist #2
Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the lives of others…
Understanding Amazon Executive Compensation
Amazon provides a range of benefits designed to assist employees in wealth accumulation, risk management, and retirement planning. Make sure…
An Unusual Friday
By: Louis-Vincent Gave Friday was a most unusual day in markets for a number of reasons: • The US payroll…
Can AI Enthusiasm Carry Big Tech Through Earnings Season?
Navigating the unfolding narrative of the tech industry this week is akin to a captivating blockbuster with unexpected twists. Heading…
Understanding Microsoft Executive Compensation
Microsoft employees have many opportunities to defer their current income, save on taxes, and set up future retirement goals. Make…
Key Financial Data 2024
While there were no significant tax law changes in 2023, with three major pieces of legislation passed within the last…
2023: A Year in Review
Even if I told you the future, you wouldn’t believe it! Investors are constantly trying to read the economic tea…