INSIDE THIS EDITION:Don’t Fall Prey to These Investor BiasesAn Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy Weekly Snapshot of Global Asset Class Performance401k Plan Manager Individual investors and institutions both face their own unique set of challenges when managing and investing their money. However, individuals and their families have the disadvantage of […]
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INSIDE THIS EDITION:What is the Best Way to Deploy CapitalAn Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy Weekly Snapshot of Global Asset Class Performance401k Plan Manager When investors want to put cash to work, they have to decide whether to invest all the cash at once (immediate implementation) or whether to invest […]
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INSIDE THIS EDITION:Weekly Snapshot of Global Asset Class PerformanceCelebrate Your Financial IndependenceProper Planning Through Life’s Stages to Avoid Money Worries 401k Plan Manager Please enjoy this shortened version of this week’s STA Weekly Report. We will return to our usual format next week. Wishing you all a Happy fourth of July! -Luke Patterson Weekly Global […]
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Written By: Scott A. Bishop, MBA, CPA/PFS, CFP® What is an ESOP? An employee stock ownership plan (ESOP) is a type of qualified defined contribution plan that you can use to help fund your employees’ retirement. An ESOP can be a stock bonus plan, or a combination stock bonus plan and money purchase pension plan. […]
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INSIDE THIS EDITION:Is Listed Infrastructure a Business Cycle Opportunity?An Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy Weekly Snapshot of Global Asset Class Performance401k Plan Manager When economic growth slows, listed infrastructure has proved resilient. As the chart below shows, Global Infrastructure has historically outperformed Global equities in both late- and recessionary stages […]
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Written by: Scott A. Bishop, MBA, CPA/PFS, CFP® As the baby boom generation of business owners approaches retirement, more and more are interested in selling or otherwise cashing out of their businesses. In the 1990s this could have been accomplished through roll-ups, initial public offerings or sales to industry consolidators. However, in the post-9/11, post […]
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