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Forty "W"ritings (aka our blog)

Check here for industry updates, guidance and our latest thoughts.

Tax Savvy Planning for Those with Company Stock in their 401k Plan Thumbnail

Tax Savvy Planning for Those with Company Stock in their 401k Plan

Net Unrealized Appreciation (NUA) is a valuable tax strategy that can offer the benefit of lower taxes and portfolo diversification for investors holding appreciated employer stock within their retirement plans. By understanding how NUA works and considering its potential impact on your overall financial plan, you can make informed decisions to optimize your tax efficiency and achieve your long-term financial goals.

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Impact of the Silicon Valley Bank Failure Thumbnail

Impact of the Silicon Valley Bank Failure

* Silicon Valley Bank experienced a classic run on deposits from their start-up tech company client base. * Consensus is this not another 2008-type financial crisis. * Fear will likely remain elevated in the short-run especially for other regional banks. * We are going to continue to monitor to manage risk and look for opportunities.

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