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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
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:…
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
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
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…
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
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…