jennifers

This article is reprinted with permission from Esq. Wealth Management, Inc. “The Dow is taking off like a rocket and XYZ stock tripled in value already this year, so why am I invested in treasury bills and an underperforming conservative portfolio?” With the Dow Jones Industrial Average notching the ninth straight day of gains and…

This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we recognize the paramount importance of guiding our clients through the intricate process of wealth transfer, particularly in light of the impending “great wealth transfer.” Over the next two decades, an astounding $72 trillion will be passed on to younger generations, while…

This article is reprinted with permission from Esq. Wealth Management, Inc. As a high-net-worth individual, it is essential to be aware of potential changes to the lifetime gift tax exemption and their implications for your wealth transfer strategies. In this article, we will delve into the current state of the lifetime gift tax exemption, including…

Frank Johnson | June 15, 2023 This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we encourage our clients to have a comprehensive long-term financial plan. We also believe that the financial plan should be reviewed on an ongoing basis. This process should involve monitoring and tweaking it over many years…

An NFT, or Non-Fungible Token, is a unique digital asset that represents ownership or proof of authenticity of a specific item or piece of content.  Unlike cryptocurrencies like Bitcoin or Ethereum, which are fungible and can be exchanged on a one-to-one basis, each NFT is distinct and cannot be exchanged on a like-for-like basis.  NFTs…

Frank Johnson | June 5, 2023 This article is reprinted with permission from Esq. Wealth Management, Inc. Comprehensive financial planning is a complex endeavor, and professionals such as lawyers and doctors are particularly susceptible to making mistakes in this domain.  The demanding nature of their careers, coupled with unique factors related to their professions, can…

In a significant ruling, on June 1, 2023, the United States Supreme Court has settled a long-standing dispute over the interpretation of a provision in the federal securities laws. The case, Pirani v. Slack Technologies, Inc., centered around the meaning of Section 11 of the Securities Act of 1933 (“the 1933 Act”) and its implications…

This article is reprinted with permission from Esq. Wealth Management, Inc. For the past several months, you could not open the financial news without seeing articles about the looming recession.  As economists and financial advisors anticipate a recession around the corner, and some claim it’s already here, investors are becoming increasingly wary of market volatility.…

             On March 17, 2023, the Honorable Victor Marrero, United States District Court Judge for the Southern District of New York, granted final approval of a shareholder derivative settlement which resolved consolidated shareholder litigation brought on behalf of nominal defendant Aterian, Inc. against certain of the company’s current and former directors and officers.               The consolidated…