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Season two of 2020? Thumbnail

Season two of 2020?

Does it feel like 2021 yet? The twists and turns so far make it seem like 2020 is dragging into a second season. As an American, I’m shocked and worried, and I’m wondering how political disagreements turned into excuses for violence. As a financial advisor, I know that the politics, protests, and rioting in DC are just one factor affecting markets. I honestly don’t know what will happen over the next few weeks, but I can help you understand how it affects you as an investor.

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3 Keys to Optimizing Your Incentive Stock Options (ISOs) Thumbnail

3 Keys to Optimizing Your Incentive Stock Options (ISOs)

3 Keys to Optimizing Your Incentive Stock Options (ISOs) The purpose of incentive stock options (ISOs) are to provide incentives to attract, retain and motivate people whose contributions are important to the success of the company by offering them an opportunity to participate in the company’s future performance through the grant of awards. Typically, we see ISOs granted by private companies, and as those companies go public, they generally replace their ISO equity to an RSU equity offering. ISOs have created tremendous wealth to those who have been fortunate enough to align with a company who has experienced significant growth in valuation, but with that wealth comes a lot of strategies on the best way to manage your ISOs and company equity.

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EIDL vs PPP For Your Businesses

Economic Injury Disaster Loan (EIDL) vs.Payroll Protection Program (PPP) Loan There is an incredible amount of uncertainty surrounding the Federal disaster relief efforts available to small businesses today. The Government was forced to move quick and attempt to provide capital, and the side-effect is disorganization and misinformation amongst business owners. The most frequent question we have received from our business owner clients is "which loan is right for us or should we do both?"

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Breaking Down the CARES Payroll Protection Program Thumbnail

Breaking Down the CARES Payroll Protection Program

The CARES Act was signed into law on Friday, March 27, 2020. THIS IS GREAT NEWS BUT IT'S IMPORTANT FOR YOU TO BE PROACTIVE AND ACT IMMEDIATELY IF YOU OWN A BUSINESS (EVEN A SOLE PROPRIETORSHIP). Below you will find a video I recorded for some of our self-employed financial advisors (but the information is relevant to most businesses), along with the resources and tools related to the CARES Payroll Protection Plan and 7A loans that you can use today to help your business and your employees.

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