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Buying and Selling: Trading Basics

The New York Stock Exchange Group averaged more than 5.7 million trades per day in 2017, with an average of almost 1.5 billion shares changing hands.1 Many of these trades are more complex than most investors need to consider, but it may be helpful to understand some basic terms and types of trades. Bid and …

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Time to Hire? Consider the Pros and Costs

It’s exciting to discover an opportunity to expand the size or scope of your business, and sometimes more workers are needed to make that happen. In the fourth quarter of 2017, 32% of small-business owners said they intend to increase the number of jobs in their companies over the next 12 months.1 How do you …

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What to Do If Your Term Life Insurance Policy Is About to Expire

One advantage of term life insurance is that it is generally the most cost-effective way to achieve the maximum life insurance protection you can afford. Many people first purchase term life insurance to protect their family’s financial interests after a significant life event, such as getting married or the birth of a child. You may …

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August 2018 Monthly Recap

ESOPs: Sell Your Business and Give Employees the Upside of Ownership by Anne Zavaglia An Employee Stock Owndership Plan (“ESOP”) offers a tax advantaged way for a business owner to get liquidity from the business while sharing the benefits of ownership with the employees. Learn about the benefits and drawbacks of ESOPs from Anne Zavaglia. …

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ESOPs: An Exit Plan for the Retiring Business Owner

An Employee Stock Ownership Plan, or ESOP, offers a tax advantaged way for a business owner to get liquidity from the business while sharing the benefits of ownership with the employees. Due to the complexity of ESOPs and the endless ways to customize ESOPs, this article is very high level and has overgeneralized many details.  …

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