Blog Articles

It seems there’s no shortage of worthwhile information out there; the problem is finding the time to track it down and then read it. We try to curate the best of that information and make it easily available through our blog, frequently offered by our very own Peter Mallouk. We also communicate our thoughts on various financial issues throughout the year via presentations, in-person meetings, calls, emails and newsletters.

By Peter Mallouk

It was a great first half of the year for both the stock and bond markets. While there is always a myriad of factors that drive returns in various asset classes, the strong market has been driven largely by macro1 factors, and specifically, interest rates.

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Half Time

It was a great first half of the year for both the stock and bond markets. While there is always a myriad of factors that drive returns in various asset classes, the strong market has been driven largely by macro1 factors, and specifically, interest rates.

Read More

Are You Rational or Are You Normal?

The world of finance is diverse, with experts constantly inserting their opinions about which direction the market will go and how investors should handle their portfolios. With all of this, “noise,” who should you listen to, who has the “right,” answers and will they ever share those answers with you?

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To 83(b), or not to 83(b)? That is the election!

While this question may not rise to the level of gravity contemplated by Hamlet in his famous Shakespearian soliloquy, it nonetheless should be given serious consideration by anyone in a position to make such an election. The 83(b) election is a provision under the Internal Revenue Code (IRC) that gives an employee, or startup founder, the option to pay taxes on the total fair market value of restricted stock at the time of granting.

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But I Have a Will – I Didn’t Think My Estate Would Require Probate?

There is a common misconception that if you have executed a Last Will and Testament, probate will not be required to transfer your assets to your intended beneficiaries upon your death.  Unfortunately, this is not the case.   In fact, a Last Will and Testament requires that the probate of your estate occurs upon your death in order for that to happen. 

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING