by Kaitlin Martinez | Sep 17, 2025 | Expressive Wealth Articles, Kaitlin's Posts
PRO BUSINES & INVESTORS SALT Deductions Increased from 10k-40k phasing out for individuals making 250k or more Estate Exemption Increased to 15mm per person adjusted for inflation QSBS – Qualified Small Business Tax Tax shelter up from 10mm to 15mm Gross...
by Kaitlin Martinez | Sep 15, 2025 | Expressive Wealth Articles, Kaitlin's Posts
With the equity markets continuing to rise, we are seeing more and more individual names soar quicker than ever. This is causing net worths to skyrocket while potentially leaving portfolios imbalanced. Throughout my years working with clients, I have seen individuals...
by Kaitlin Martinez | Sep 10, 2025 | Expressive Wealth Articles, Kaitlin's Posts
Whether you are c-suite executive or high performing employee working in tech, finance, media or healthcare chances are a portion of your total compensation is not only cash but in some form of equity.More and more companies are incorporating equity into compensation...
by Kaitlin Martinez | Sep 3, 2025 | Expressive Wealth Articles, Kaitlin's Posts
Dear Investors & Friends,The summer was fiery for sure, giving us a bit of everything from tech enthusiasm, Fed speeches that pushed the market to new highs and inflation giving us mixed signals about whether it is truly under control or it is hiding amid the...
by Darlene Duncan | Feb 6, 2025 | Expressive Wealth Articles
“Bye Bye and Buy Bonds” was a sign often used by Bob Hope during World War II. It was a promotion to buy U.S. Savings bonds to help fund the war effort. Catchy phrase, I think. As we enter the era of a new administration, which has brought uncertainty and volatility...
by Darlene Duncan | Dec 17, 2024 | Expressive Wealth Articles
It’s that time again! The holidays …. The most wonderful time of the year. A time for holiday parties, family gatherings, gift giving, and hearts full of joy. A time for treasuring our past and looking to the future. I, for one, have always loved this time of year....
