Please Tell Me the IRS Isn’t Actually Mandating “Selfies”

February 24, 2022

Finding bipartisan cooperation seems rare these days. Thankfully, on this one, Democrats and Republicans got it right. A few months ago, the IRS announced plans that would require anyone attempting to view their tax information via the IRS site or app to establish a comprehensive facial recognition profile through a software platform called Those […]

Read More

Buckhead Capital – Quarterly Commentary for Fourth Quarter 2021

February 3, 2022

Highlights With a gain of 11.0% in the fourth quarter, the S&P 500 returned 28.7% in 2021. Growth stocks outperformed value stocks by 5.1% in the quarter and 7.1% for the year. The U.S. Aggregate fixed income index was flat for the quarter and returned -1.5% for the year. The Federal Reserve’s preferred measure of […]

Read More

Buckhead Capital – Quarterly Commentary for Third Quarter 2021

October 20, 2021

Highlights With a gain of 0.6% in the third quarter, the S&P 500 has now returned 15.9% in 2021. Growth stocks outperformed value stocks by 2.8% in the quarter. The Barclays Aggregate fixed income index returned 0.1% as interest rates were largely stable. Inflation continued strong, with the Fed’s preferred measure rising 4.2% in the […]

Read More

Could This Year Be Your Last Chance for A Mega-Backdoor Roth Contribution?

October 19, 2021

The following discussion is one that I believe many will find frustrating. Over the summer of 2021, private information was leaked to the public regarding famed entrepreneur and venture capitalist, Peter Thiel. Chiefly, that he has amassed a Roth IRA with a balance exceeding $5 billion dollars – yes, billion with a B. He did […]

Read More

UPDATE: Key Takeaways From Newly Proposed House Tax Bill

October 6, 2021

The house has proposed a new tax bill on September 21 that has some big implications. Here’s an update with key takeaways and information!

Read More

What’s a Great Stock to Buy Now?

August 19, 2021

What’s a Great Stock to Buy Now? I get this question a lot when people I meet hear that I am in wealth management.  No doubt they are expecting me to reply with a name such as Apple, Amazon, Tesla or the hot stock du jour.  My typical reply, anticlimactic though it is, usually sounds […]

Read More

Buckhead Capital – Quarterly Commentary for Second Quarter 2021

August 4, 2021

Highlights Adding to its 6.2% gain in the first quarter, the S&P 500 returned 8.6% in the second quarter. Growth stocks outperformed value stocks by 6.9% in the quarter. The broadest measure of the fixed income markets returned 1.8% as interest rates fell. Inflation surged, with the Consumer Price Index rising at a 5.0% rate […]

Read More

Is Employer Life Insurance Enough?

July 19, 2021

The answer is probably no. In most employer life insurance plans, the death benefits offered are usually close to one year’s salary. If you are a highly compensated individual, you may be lucky and have coverage that is a multiple of your annual salary – typically anywhere from 2 to 5 years. But let us […]

Read More

What is a Restricted Stock Unit? And How Does It Compare to My “Regular” Stock Options?

July 6, 2021

Restricted Stock Units (RSUs) are shares of company stock promised to employees upon completion of certain performance or tenure metrics. They are simply another form of compensation awarded by employers to incentivize the employee’s loyalty and efforts towards growing the company. In practice, RSUs are awarded almost exactly like employer stock options. Either at the […]

Read More