Search Results for: 1

Taxes are usually due by April 15th; however, the deadline has been extended because April 15, 2016 is Emancipation Day in Washington, DC. Given that April 15, 2016 is a Friday, the next business day, and the day taxes are now due, is April 18, 2016. Additionally, due to Patriots Day, Residents of Maine and…

We would like to introduce Erica Crane, Paraplanner and newest member of the ACap Asset Management team. Ms. Crane comes to ACap with significant experience in asset management and administration, and she is already proving to be an excellent addition to our ACap family. Erica will be working closely with both Ara and Matt to…

  We are in the midst of the holiday season, which means holiday parties, drinks flowing, and the notorious “loosening of the [financial] belt” as credit cards swipe for said parties, dinners with friends/colleagues, and of course shopping for gifts. It’s all fun and merriment now, but reality will hit when, in January, the credit…

  Mark Zuckerberg, the founder of Facebook, and his wife Dr. Priscilla Chan are joining the ranks of socially minded billionaires Bill Gates and Warren Buffett by committing to donate a significant portion of their wealth, currently $45 billion, to charity over their lifetimes. Zuckerberg and Chan have created and funded the Chan Zuckerberg Initiative…

  As we wind down the year, here are some things you can do before December 31st to ensure you maximize your 2015 financial situation. Review Asset Allocation: Ensure you are properly diversified given large swings in market prices for various asset categories. Maximize your 401k: Check your recent pay stub to ensure you are…

  Net Unrealized Appreciation (NUA) applies to people who own company stock through their employer 401k plans. NUA applies only when you leave your company and you need to decide how to distribute the assets in your 401k. Ordinarily, when you leave your company, you would rollover your 401k into an IRA (Individual Retirement Account);…