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Post Covid Investing: Time for a Deeper Look
Post Covid Investing: Time for a Deeper Look

Post Covid Investing: Time for a Deeper Look

May 03, 2021 / Scott Ehrig

As the worst of the pandemic gradually recedes, investors are statistics that will, on their face, seem outlandish. Year over year comparisons will be stunning in notional terms. Economic indicators will also post extraordinary readings. But, like most things, true understanding requires a deeper examination, which is an important prerequisite to making smart, impactful decisions.…

First quarter 2021 economic review and outlook
First quarter 2021 economic review and outlook

First quarter 2021 economic review and outlook

April 26, 2021 / Warren Hurt

In this first quarter of 2021, the weather has broken, vaccine delivery is accelerating and we are starting to feel a sense of freedom may just be over the horizon. Here’s a review of the first quarter of 2021 and an outlook of what’s to come:…

IRS extends federal tax payment deadline to May 17
IRS extends federal tax payment deadline to May 17

IRS extends federal tax payment deadline to May 17

April 02, 2021 / Shelby White

Taxpayers now have until May 17, 2021, to file and pay their taxes without penalties or interest. This is about a one-month extension beyond the traditional deadline of April 15.…

Individual investor muscle
Individual investor muscle

Individual investor muscle

March 08, 2021 / The Merrill Anderson Company

As January closed there was some very unusual excitement in the stock markets. The price of shares of videogame reseller GameStop, which had languished for years near $5, suddenly began to rocket skyward, to $40, then $60, then $120, eventually cresting at well over $400 per share before coming back down to earth. This despite an absence of profitability.…

Gift values during a pandemic
Gift values during a pandemic

Gift values during a pandemic

February 16, 2021 / The Merrill Anderson Company

The value for federal gift tax purposes of a gift of $100,000 in cash is $100,000, and the same is true for the value of $100,000 worth of publicly traded stock. Those are the easy cases. The hard cases concern assets that are harder to value, such as real estate or interests in a closely held business.…

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…

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…

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