Commentary and Insights

Commentary Articles: 26

Market Overviews Published Quarterly

When Elephants Fly – January 2021

“Well I seen a horse fly I seen a dragon fly
I seen a house fly
But I’ve been, done, seen about everything
When I see a elephant fly”
—Dumbo; Disney Studios; 1941

As of today, Covid-19 has infected 87 million individuals. ⁽¹⁾ The U.S., with 4.2% of the
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(Hu)man vs. Nature - October 2020

“A man can be destroyed, but not defeated."
—The Old Man and the Sea; Ernest Hemingway; 1952

Man, versus man, nature, society, or self. ¹ These represent the classic points of conflict in literature. The Old Man and the Sea, perhaps the greatest example of man against nature, tells
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Insights Articles: 17

Short Articles About Finance-Related Topics

Leaving an IRA to a Charitable Remainder Unitrust

By Jack Rabuck

Have our cake and eat it

Most of us want to leave as much as possible to our heirs, and for many of us, that includes charity.
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What is AMT

By Joe Ferreira and Sam Marshall, CPA

Alternative Minimum Tax (AMT): How Did We Get Here?

In 1969 there was a tremendous amount of uproar about 155 people who earned
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Alternative Minimum Tax (AMT) Credit – How do I get it back?

By Joe Ferreira and Sam Marshall, CPA

If you are reading this, you’ve probably either paid the IRS a significant sum in AMT from exercising Incentive Stock Options (ISOs), or
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