Employee Perspectives
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The Hill and Your IRA and the 50% Penalty
By Jack Davidson I am a tax advisor to my twin sister, Jill. Thus, I worry about the metaphorical hill… -
Why is Our Employee Ownership Important to You?
By Christopher Chapman We proudly state on our website and in many of our documents that we are an employee-owned company. -
Great Things Come in Small Packages
By Steve Singiser My April Newsletter article closed with the following thought… -
Did Vermont Just Make Estate Planning Easier?
By Jack Davidson Many lawyers have been promoting living trusts to save estate taxes, coupled with the added benefit of avoiding the probate court. -
Ancient Advice for a College Graduate
By David DeBellis On May 17th of this year, I will have the joy of watching my son walk across the stage at his college graduation. -
Dividends vs. Total Return
By Steve Singiser Restaurant server to a breakfast customer: “Would you like a dividend in your coffee cup?” -
Self-Proving Wills & Spencer Tracy
By Jack Davidson My father May have Made a Mistake. We may have been the first family in our neighborhood to own a television. -
Fear and Being “Normal”
By David DeBellis Investor fears today are higher than they have been in quite a while. -
Wrestling and the Fiduciary
By Jack Davidson My first job after graduation from law school was as a tax writer at Prentiss Hall. -
Cybersecurity
By Ellen Lowery My first day as a bank auditor, in 1982, I was handed a wooden ruler, ushered into a large bank vault… -
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Hildebrandt’s
By Jack Davidson Growing up on Long Island in the 50’s, my parents would take their five children to Hildebrandt’s to buy ice cream. -
Yogi Berra and Investment Wisdom
By Christopher Chapman Many of our clients remember when commentator Ted Koppel brought Kermit the Frog… -
Who is in the Room? Where is the Room? Is it on a Boat?
By Jack Davidson Growing up on Long Island, my parents periodically packed five siblings in the station wagon and took us to Jones Beach. -
What? Stock Prices can be Volatile?
By TIC As the historically calm 2017 fades into memory, stock market volatility has emerged suddenly as the fear of rising inflation gripped investors. -
A Will May Be a Dead Giveaway of Your Investment Choices
By Jack Davidson As a youth, I bought stamps in bulk with the understanding that I might find a valuable stamp. -
Does My Mother Need a Guardian?
By Susan Fowler If we live long enough, most of us will have personal experience with the loss of competence of a family member. -
Will Charitable Giving Fall in 2018?
By Christopher Chapman A big question raised by the new federal tax legislation is, what will be its effect on charitable giving?
