One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment where innovative or high-tech companies have a leg up on “old guard” industries, such as energy or financials. FAANG stocks have typically been the poster children for this position; these behemoth technology companies have contributed meaningfully to the market’s overall return and, by virtue of being growth stocks, the negative value premiums in recent years. Well, guess who showed up as value this summer!

President Biden signed the Inflation Reduction Act of 2022 into law, which includes new tax provisions, extensions, and expansions of tax benefits related to energy efficiency and healthcare. So what does this mean for you and your taxes?

Is the bear market over? Let's discuss.

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there. But recessions are always identified with a lag. By the time one is called, the worst of its impact on markets has usually passed.

Employee options have been a critical part of the tech industry for decades yet are still a black box for most people. In today’s post, we’ll aim to clarify the ins and outs of options and how employees should think about answering questions such as: How do options work? What are the trade-offs of exercising them and the different ways to do so? And, how do the taxes work?

When it comes to strategic tax planning and management, one of the best ways to mitigate future tax on your investment gains or create tax savings to offset current year tax liability from investment sales or large income realization events such as a Roth conversions or business sale is through philanthropic and charitable giving. There are many charitable tools available depending on your personal financial circumstances, amount of charitable giving, timing of charitable giving, and last but not least, complexity of implementation. In today's post, we are going to focus on Charitable Trusts.