by Julie Long | Sep 10, 2026 | Financial Planning, General, Small Business, Stocks, Tax, Tax Planning
What is qualified small business stock? Qualified small business stock is a type of tax-favored investment in certain small businesses. Section 1202 of the Internal Revenue Code allows a taxpayer other than a corporation to exclude some or all of the gain from...
by Katie Brown | Aug 29, 2024 | General, Investment, Tax
Taxation on Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how...
by Katie Brown | Aug 22, 2024 | General, Investment
Investing In Stocks Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder, you share in...
by Katie Brown | Aug 15, 2024 | General, Investment
Six Keys to More Successful Investing A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six...
by Katie Brown | Aug 8, 2024 | General, Investment
Are You an Investor or a Speculator? Recent market news — around social-media driven stock trading that created extreme price swings for shares of certain companies — may have you wondering whether you should jump into the excitement. Before you leap, you might...
Best-In-State Wealth Management Teams (2025 & 2026) 