Kukla McGinnis Brown
-
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower in February as the combination of a Fed on pause, weaker macro data, policy uncertainty,…
-
If you are a business owner considering your exit plan, you have probably considered selling to a small group of insiders (key employees and/or family members), financial buyers (private equity), or strategic buyers (competitors). Before…
-
While not the most common form of company ownership, Employee Stock Ownership Plan (ESOP)s have found a niche. According to the National Center for Employee Ownership, as of 2021, there were approximately 6,533 ESOPs in…
-
Some Employee Stock Ownership Plan (ESOP) sellers are eligible to defer capital gain taxes on ESOP transactions by investing their sales proceeds into Qualified Replacement Property (stocks and bonds of certain U.S. companies). The technical…
-
If you think the 1042 election could be right for you, it is time to evaluate investment details. To successfully complete a 1042 election, the Employee Stock Ownership Plan (ESOP) seller must invest in Qualified…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum Continues for Markets A resilient economy continued to support all markets with the labor market…
-
by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to make headlines, sparking curiosity in those with fear of missing out (“FOMO”). Both speculation and…
-
Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week with inflation numbers and a concern that 2024 is already getting too hot to handle.…
-
Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China on our minds. Despite the fact that China continues its decline on the global market…
-
By Sean Follis, Moneta Advisor Life insurance can be a critical component of your financial plan. This article will explore how to measure the amount of life insurance you need along with the different types…
-
By Lindsay Taylor, Moneta Senior Advisor With the transfer of power complete, many individuals have begun to worry about the estate tax implications of a Democratic majority-led government. While this provides a great opportunity to…