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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.
Why Is the Cleantech Space Dominated By Men?
As the climate crisis deepens, environmentally conscious and sustainable companies have become an increasingly attractive investment.
How this Biotech CEO Makes the Most of Her Charitable Giving
In this example, a client owns a stock with a 10-fold gain. She paid $10K for the stock. Today, it's worth $100K, for a gain of $90K. If she were to donate $100K cash to charity, she'd have to earn ~$200K, then pay ~50% combined Federal & CA tax (she lives in San...
HC Phoenix hosts several focused events in August
We are excited to get to know the Phoenix clients and network, and showcase our increased breadth of services. Join us for happy hour August 31st @ 5:30 in our Phoenix offices.
Heather England Honored with SDBJ Top 40 Under 40 Leader Award
Please join us in congratulating Chief Compliance & Operations Officer, Heather England, on her inclusion in the San Diego Business Journal’s 2021 Next Gen Leaders Top 40 Under 40 Winners.
What it Means to Sell a Stock ‘Short’
I got this text from a client’s kid, “What’s a short sale?” Here’s a step-by-step example: Let’s say you believe the price of a stock will go down. Today, the price is $10 and you believe it will drop to $5. Step 1: To make money on this stock, you borrow 100...
Stock Awards, Rising Share Prices, and Risk
Consider Your Options: Get the Most from Your Equity Compensation
How to Save Tax When Investing in Foreign Stocks
If you live in a high tax state, where you hold your foreign investments, esp those that pay non-qualified dividends, can harm or help you. For this tax sensitive client, who held the right investments in the right accounts (before he started working with us, kudos),...
Market & Economic Update – July 2021
Despite the Delta variant and economic uncertainty, we remain positive about the economy and the markets. Our goal from an investment perspective remains to hold high quality and defensible businesses that are able to grow cash flow and earnings over multi-year periods.
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