Employees should never be afraid to ask for a raise if they feel their current pay does not reflect their hard work and contributions to the company. It is important to come prepared to the conversation with a target amount in mind, especially if this can be supported...
Recent Bank Failure: What Happened and Why? This month, we unfortunately had another bank failure brewing. It was announced that First Republic Bank was seized by regulators, and the bulk of the assets were purchased by JPMorgan, thankfully avoiding another major...
Qualified Dividends receive preferential tax treatment as they are taxed as capital gains. Non-Qualified Dividends do not receive any additional tax benefit and are taxed as ordinary income. The majority of dividends that are paid out by companies will be considered...
Are you looking to take control of your finances and learn more about personal finance? Look no further! This month, we’ve curated a list of our most recommended books. With so many great resources available, we understand it can be overwhelming to choose where...
We began utilizing our new research partnership in March. If you haven’t seen our previous update about our collaboration with the Sherman Group, LLC, please check the middle section of this article. Mixed Results in March, But April Could Be Sunny We...
The two main types of debt are Secured and Unsecured. The interest rate received and the tax deductibility of the interest are two primary ways to evaluate the quality of debt. It is hard to retire with a large amount of debt, so we typically recommend clients avoid...
