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October 3, 2024
Understanding BOI Reporting Requirements and Penalties: What You Need to Know
Are you an owner in an LLC? If so, there are new reporting requirements you need to know about. In today's financial landscape, the push for transparency is stronger than ever. The U.S. government has introduced new regulations under the Corporate Transparency Act to combat money laundering and tax evasion. Central to these regulations is […]
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September 27, 2024
Deep Dive: Concentration in the U.S. Markets
In today's podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called "Magnificent 7" – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to value in 2022, these tech giants reached a […]
By: Evergreen Gavekal
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September 20, 2024
How to Get More Out of Your Microsoft Executive Compensation
Microsoft offers employees numerous ways to defer income, save on taxes, and plan for retirement. Understanding the various components of your benefits package is crucial to balancing current cash flow needs with future financial goals. Our wealth consultants are ready to assist you in navigating these benefits and understanding how today's decisions will impact your […]
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September 19, 2024
US Elections, From The Outside Looking In
US presidential elections are terrific entertainment. Given their cost (a couple of billion US dollars for either side), this is just as well. This uniquely elevated price point might help to explain why every election is “the most important in our lifetime” and a “genuine toss-up” between the two main candidates. If a candidate were […]
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September 18, 2024
How to Get More Out of Your Amazon Executive Compensation
Amazon provides a comprehensive benefits package designed to help you accumulate wealth, manage risks, and plan for retirement. Understanding these benefits is essential for maximizing your financial future. Our wealth consultants are ready to help you understand how today's decisions can shape your long-term goals. Reach out to us to learn how we support Amazon […]
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September 16, 2024
Stay Current: Easy Steps to Update Your Estate Plan
As your life evolves, so should your estate plan. It's common for people to create their estate plan and then set it aside, but revisiting and updating these documents is essential. An outdated plan, though better than none, can lead to complications when distributing your estate. Keeping your documents up to date ensures your assets […]
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September 12, 2024
VC Dealmaking Begins to Rotate
After a decade of strong performance, early-stage and growth companies have faced significant challenges since early 2022. These challenges include rising interest rates, reduced exit activity, and falling valuations. To illustrate the shift from a bull to a bear market for VC-backed companies, consider the following two charts. The first shows that the post-IPO performance […]
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September 11, 2024
More than Just a Will: Understanding Your Estate Plan
Estate planning is often misunderstood as simply drafting a will, but it involves much more. A comprehensive estate plan includes a range of documents that outline who will inherit your assets and who will manage your affairs if you're incapacitated. It’s important to understand the key components of an estate plan, common pitfalls, and why […]
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September 9, 2024
Is Your Estate Plan Up to Date? Essential Questions to Ask
Your estate plan isn't just a set-it-and-forget-it kind of thing. It's like a living, breathing document that evolves with you. Just as your life changes, so too should your estate plan. That’s why it’s crucial to review your will and other documents every 3-5 years to make sure they still reflect your current wishes, as […]
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September 6, 2024
Top Strategies for Medicare Open Enrollment
As we dive into the Medicare Open Enrollment period, it’s a great time to get a handle on your healthcare options. This annual event, running from October 15th to December 7th, is your chance to review, adjust, and potentially enhance your Medicare coverage. For many, navigating through the various plans and changes can be quite […]
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