The Reemergence of the Blue Chip Nifty Fifty

July 2016  By: MALCOLM BUTLER, JD

“A blue-chip stock is the stock of a large, well-established and financially sound company that has operated for many years. A blue-chip stock typically has a market capitalization in the billions, is generally the market leader or among the top three companies in its sector, and is more often than not a household name. While…

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Navigating Macro Choppiness

July 2016  By: JOEL GOODMAN, CFA, SCOTT McGHIE, CFA, CPA

At the 2016 Berkshire Hathaway shareholder meeting, Warren Buffett and Charlie Munger were asked about the impact of negative interest rates when valuing a business. Warren’s answer touched on the peculiarity of the current environment and how it impacts decision-making at Berkshire Hathaway. Charlie, who’s known for his one-liners, said the following: “If you’re not…

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Gift and Estate Planning

July 2016  By: JULIA BUTLER, CFP®, JD, MBA

Whenever you transfer assets to another person, whether during your lifetime or at death, there are potential federal and state tax consequences. Good financial planning can help minimize taxes and also help you better accomplish your gifting objectives. Although most households will not face Gift and Estate Tax due to the current high Applicable Exclusion…

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