CATEGORY / BLOG
Join the Conversation
At HoyleCohen, we welcome an educated client. The more you know, the more you will be able to take advantage of our tailored process and capabilities.
The HoyleCohen Wealth Management blog, covers a wide range of topics designed to broaden your understanding of important financial matters. It also touches upon a variety of “life” topics to remind us all that wealth is not just about the money – it’s what we do with it that really counts.
Selling Your Business: Just Because You Can Doesn’t Mean You Should
This article from Forbes explains the wealth and tax planning implications business owners should consider before making the decision to sell the company they’ve worked so hard to build.
Ideas on How Your Retirement Fund Can Best Defeat Inflation
401(k) Specialist, Derek Taddei, offers strategies that can be used to hedge against inflation in your retirement savings, in this Forbes article.
HoyleCohen Welcomes Robert Carnegie to the Team
Please join us in welcoming Senior Wealth Manager, Bob Carnegie, to HoyleCohen’s Phoenix office!!
Our Investment Perspective on the Current Anti-Trust Regulation Environment
Antitrust and Regulation has always been, and will always be, a headwind and factor for Big Cap technology companies. However, it does not change our opinion on them as an investment…
Webinar Recording: Multifamily Real Estate Investment Update
In this webinar, Robert Lopez hosted a discussion with colleagues from Pathfinders Partners. They offered insights and outlooks on the Multifamily Real Estate Market and Pathfinders investment strategies.
83(b) Elections and Pre-IPO Biotech Stock
You work for a proteomics start-up and receive a grant of 100,000 restricted shares with a value of $0.10 per share, for a total grant date value of $10,000. For simplicity, we’ll say all 100,000 shares vest in two years. The start-up is wildly successful, IPOs, and...
Biotech Equity Compensation: How to Take Action When Your Stock has Large Unrealized Gains
Let’s say you invested $100K in a single stock 5 years ago and today it’s worth $500K. This could be your company stock, a block of stock options or an investment you made on your own….say in a brokerage account that you manage. [That’s a pretty big gain in a short...
Teach Your Kids About Money with Your Company Stock Plan. Here’s One Way.
My son Kain is a music producer. Man, the kids got talent. How can I use what he’s passionate about to teach him a thing or two about money? Here’s one way... Let's say that I transfer $2,000 of a highly appreciated stock to a Donor Advised Fund (DAF) in 2021....
SCHEDULE A COMPLIMENTARY CONSULTATION
Your wealth journey begins here, with us...
