Financial and Business Planning Archives

March 12, 2023

SVB Failure and Its Implications

This past Friday, our Chief Investment Officer Ronald G. Albahary, CFA® sent out the email below to clients: -- As most of you are likely aware...

Family and Finance

January 26, 2023

When the Head of a Family Business Is Impaired — and Won’t Step Down

Excerpted from the Harvard Business Review: What strategies can a family business employ when a leader is no longer capable of leading the organi...

Financial and Business Planning

January 18, 2023

Impact of 2022 Federal Tax Changes

There were two major tax policy events in 2022: (1) The Inflation Reduction Act (aka IRA) focused on raising corporate tax revenue while incentiviz...

Financial and Business Planning

January 12, 2023

A Breach at LastPass Has Password Lessons for Us All

From The New York Times: While many of us were unplugging from the internet to spend time with loved ones over the holidays, LastPass, the maker of ...

Financial and Business Planning

January 06, 2023

What the Great Reopening Means for China—and the World

Excerpted from The Economist: When its borders open on January 8th, China will have spent 1,016 days closed to the outside world. The country’s �...

Financial and Business Planning

December 29, 2022

The Word of 2022 Is…

Excerpted from The Economist: The story of a year is sometimes easy to identify: the financial crisis of 2008, the Brexit-Trump populist wave of 2...

In the Community

December 27, 2022

LNWM & WAM: A Platform for Creating Shared Value in 2023 and Beyond

"Employees are our only asset... Coming out of the pandemic, coming out of two mergers and the markets are really tumultuous right now, we decided t...

Financial and Business Planning

December 19, 2022

A Sea Change Is Under Way in Markets

By Howard Marks, Co-Founder & Co-Chair, Oaktree Capital Management The investment world may be experiencing the third big shift of the past 5...

Financial and Business Planning

December 02, 2022

7% WA Capital Gains Tax Could Apply to 2022 Profits

It's best to be prepared than caught off guard. Washington residents and certain non-residents with more than $250,000 in realized capital gains on ...

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