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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In-Kind Charitable Giving and the Need for Appraisals

Most charitable gifts are made in cash.  It is easy to make a gift in cash, it is easy for the receiving charity to accept and use the gift, and the value of the gift for income tax deduction purposes is immediately known.  An in-kind or non-cash gift, such as a gift of real estate or stock, is usually not as easy to coordinate. 

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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.

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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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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING