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Read this before investing in an IPO
Read this before investing in an IPO

Read this before investing in an IPO

January 26, 2021 / Warren Hurt

With big-name private companies like Airbnb Inc. and DoorDash Inc. recently announcing plans to go public, many investors may be chomping at the bit to purchase the new stock. While such investments have the potential to deliver excellent returns, it’s important to understand how the IPO process works…

Investor Alert: Cheesecake Factory settles with SEC
Investor Alert: Cheesecake Factory settles with SEC

Investor Alert: Cheesecake Factory settles with SEC

January 23, 2021 / Shelby White

The Cheesecake Factory Inc. is the first public company to be charged by the Securities and Exchange Commission (SEC) for misleading investors about the financial effects of the pandemic on their business…

The perfect storm for estate planning
The perfect storm for estate planning

The perfect storm for estate planning

January 21, 2021 / The Merrill Anderson Company

According to estate planner Maurice R. Kassimir, Esq., the present moment has provided a “perfect storm” for wealthy families to meet with their estate planners and implement some wealth transfer strategies. In a November webinar, Mr. Kassimir pointed to three factors that make these times unique…

Four tips to getting approved for a credit card
Four tips to getting approved for a credit card

Four tips to getting approved for a credit card

December 16, 2020 / Cynthia Marconi

Having a credit card offers many advantages. Depending on the card you have, those perks can vary from travel rewards to getting cash back just by using your credit card. So, what do you need to do to get approved…

Five Reasons for a Trust
Five Reasons for a Trust

Five Reasons for a Trust

December 16, 2020 / The Merrill Anderson Company

You might think that the doubling of the amount exempt from federal estate and gift tax ($11.7 million per person in 2021) would reduce the need for estate planning, given that so few families will now need to worry about this tax…

Planned giving in 2020
Planned giving in 2020

Planned giving in 2020

December 07, 2020 / The Merrill Anderson Company

The idea of “planning” a gift to charity may not spring as readily to mind as investment or retirement planning. Yet there are many ways to give, and many kinds of gifts to consider, especially when philanthropy is one of your core values…

Stock Splits 101
Stock Splits 101

Stock Splits 101

November 18, 2020 / Warren Hurt

With recent stock splits by two of the world’s largest companies, Apple and Tesla, it is important to understand what a stock split really means…

Three ways to protect yourself from stimulus scams
Three ways to protect yourself from stimulus scams

Three ways to protect yourself from stimulus scams

October 15, 2020 / Ray Wills

The Federal Trade Commission (FTC) is cautioning Americans to be mindful of various schemes targeting Economic Impact Payments, also known as stimulus checks. Here are a few things you can do to protect yourself if Congress passes a second stimulus package…

What does the federal payroll tax deferral mean to you?
What does the federal payroll tax deferral mean to you?

What does the federal payroll tax deferral mean to you?

October 06, 2020 / Shelby White

On August 28, the US Department of the Treasury and the Internal Revenue Service (IRS) debuted long-awaited guidance on how President Trump’s proposed payroll tax suspension will apply to companies and workers.…

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