Congratulations on deciding to purchase a new home! The spring season is often a busy time for homebuyers. Inventory is typically higher during this time, meaning buyers have more options.
To stay apprised of the specific needs and challenges of family businesses, we again commissioned the expert assistance of market research firm MacKenzie Corporation, a second-generation family business in Orange County, California, to conduct our 2024 Family Business Survey. Read more about three optimistic findings from this year's results.
First Bank celebrates the grand opening of its new headquarters in Creve Coeur, located just down the road from where the company got started in 1906. While the location furthers the bank’s history in, and commitment to, St. Louis, the building itself is thoroughly modern in its appearance and how it was designed for changing client expectations and employee work patterns.
Tax-loss harvesting is a sophisticated tax strategy used by investors to capitalize on the potential benefits of losses in their investment portfolios. It involves a systematic approach to selling underperforming investments to offset realized capital gains, thereby reducing taxable income.
In the dynamic landscape of family businesses, where tradition meets innovation, leaders are continually adapting to shifting priorities to maintain their competitive edge. As we stride into 2024, it's evident that beyond the perennial focus on sales, marketing, and growth, a new beacon is illuminating the path to success: employee satisfaction and engagement.
Did you receive a tax refund this year? Recent data released by the Internal Revenue Service (IRS) shows the average tax refund amount is up $178 at the end of March 2024 compared to the same time last year.
Municipal bonds are subject to the uncertainties associated with any fixed income security, including interest rate risk, credit risk, and reinvestment risk. However, the tax advantages associated with munis and their potential ability to provide an ongoing income stream have traditionally made munis an important part of a portfolio. Read more about the importance of municipal bonds.