Blog Posts

  • Tax Planning for the Self-Employed Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here […]

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  • SUSTAINABLE INVESTING What is sustainable investing? Known by many names, sustainable investing encompasses investment strategies that integrate environmental, social and governance (ESG) factors into investment analysis. The motivations behind this methodology range from investors who seek to achieve benefits beyond financial returns, such as encouraging social or environmental best practices, to those who aim to […]

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  • A sponsored IRA might be just the thing to help your staff save for retirement If you haven’t yet thought about setting up a retirement plan for your employees, you’re not alone. The task didn’t make the to-do list of nearly a quarter of the 1,600 owners of small and medium-sized businesses recently surveyed by […]

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  • The risk involved in owning too much (usually defined as 30% or more) of one stock, what’s known as concentrated equity, is pretty apparent – too many eggs in one basket. What’s trickier is why some investors have such difficulty remedying a situation that can pose a real threat to their long-term financial security. Concentrated […]

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  • Understanding your tolerance for risk is crucial to mitigating it Risk is inherent in investing, and it comes in many forms. Since risk and reward go hand in hand, understanding each major type of risk you face and your ability and willingness to take on risk, generally described as your risk tolerance, is crucial to […]

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