Markets & Investing Strategically sell company stock and achieve your personal wealth goals. As a corporate executive or insider, owning stock or other equity holdings in your company shows your commitment to the business, but it’s important to realize the risks of an overly concentrated position. If you’re looking to diversify your portfolio or liquidate assets, a Rule 10b5-1 plan can help you sell company shares systematically and strategically. Here’s how it works. What is

Economy & Policy October 31, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. Markets were taken by surprise by Federal Reserve (Fed) Chair Powell’s strong suggestion that a rate cut in December is not a certainty, as they were sure they were going to get one at December’s Federal Open Market Committee (FOMC) meeting. During the press conference, Powell reiterated several times that an interest rate cut in December was not a “foregone conclusion,”

New tax law makes 2025 a strategic year for giving Estate & Giving Highlighting key provisions for itemizers, non-itemizers and corporations. At nearly 900 pages, US legislation known as the One Big Beautiful Bill Act introduced numerous tax law provisions. With so much to decipher, it would be understandable if you skipped over the changes related to charitable giving since they don’t go into effect until 2026. The coming changes, however, have strategic implications for 202

Retirement & Longevity Consider the benefits and limits associated with making post-tax contributions to an IRA. Thinking about opening...

Economy & Policy October 01, 2025 Shutdowns typically do not make sizeable impacts on the markets or the economy, though the potential...

Estate & Giving Highlighting key provisions for itemizers, non-itemizers and corporations. At nearly 900 pages, US legislation known as...

Retirement & Longevity The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and...