West Point to Wall Street: Understanding Your TSP
By Alexander Canacci, Alonso Munoz We can all remember our final days in uniform: turning in all required equipment, getting pages of signatures from various offices/departments, and numerous briefings with the Transition Assistance Program, but what about that Thrift Savings Plan? The Thrift Savings Plan (TSP) is a type of Defined Contribution Plan offered to […]
401(k) Contribution Limits for 2025
By Alonso Munoz, Nick Kelly The news is out! The IRS has increased the 401(k)-contribution amount to $23,500 for 2025, while keeping IRA limits the same. As we close out a great year, Pensions and Plan Sponsors will start to prepare for 2025, and workers/Plan participants should do the same. For 401(k) contributions, there will […]
Business of Sports: A New Field for PE
By Blake Fortune, Nick Kelly The “business of sports” has become a focal point for investors around the world. From the birth of NIL legislation to the extension of regular season games in the NFL, sports investors are adjusting to new opportunities in this paradigm. Often overlooked, and increasing in popularity, is sports’ private equity. […]
Buy-Sell Agreements: Need to Know for Business Owners
By Alexander Canacci, Alonso Munoz The U.S. Supreme Court released their decision in Estate of Connelly vs. United States on June 6th, which will have a meaningful impact on the taxation […]
West Point to Wall Street – Benefits for Service Members and Veterans
By Alexander Canacci, Alonso Munoz When starting my Army career with Cadet Basic Training at the United States Military Academy at the age of 18 years old, the last thing on my mind was my finances. I was more concerned with surviving the rigors of West Point than I was setting up my retirement […]
What is a Cash Balance Plan?
By Alonso Munoz, Sambhav Bansal, Alexander Canacci When it comes to retirement plans, we usually refer to either Defined Contribution or Defined Benefit Plans. The most common workplace retirement plan is the Defined Contribution plan. This is your basic 401(k)! As the name suggests, the amount you can “contribute” to the Plan in any […]
Bitcoin vs Gold
By Kelvin Lee, Alonso Munoz Bitcoin ETFs: Should I buy them? Since its ETF approval on January 10th, Bitcoin exchange-traded funds have had roughly $25 billion in inflows. Bitcoin (BTC) itself is up 60% year-to-date and has more than tripled in value from a year ago. It’s not just BTC either; Ethereum (ETH) and […]
AI Rally Continues
By Kelvin Lee, Alonso Munoz Quarter Earnings Wrap Up: This week marks the end of earnings season for fourth quarter of 2023, and what an earnings season it was! Overall, the S&P 500 beat expectations for a 15th consecutive quarter with 377 of the S&P500 companies beating earnings and revenue estimates. The index’s earnings […]
New FinCEN Reporting Requirements
By Kelvin Lee, Alonso Munoz Back in 2021, congress passed the Corporate Transparency Act (CTA) as a response to concerns about money laundering and shell companies. As part of the act, and effective this year on January 1, 2024, is a new reporting requirement for Beneficial Ownership Information (BOI) reports to be filed with […]
NVDA: Cathie Wood Missed Out!
By Kelvin Lee, Alonso Munoz Today, after the bell, we get Nvidia (NYSE: NVDA) earnings. This is it; no other company is going to move markets like NVDA will. The company has risen to the third-largest weighting in the S&P 500, boasting a market cap of more than $1.7 trillion. NVDA is up 40% […]
