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by Watermark Admin | Jan 8, 2016 | Uncategorized
Have your long-term financial goals changed in the last three days? Are American companies less valuable because investors in China are panicking? Is there any reason to think that because Chinese investors are panicking, that Chinese companies are less valuable today...
by Watermark Admin | Dec 21, 2015 | Uncategorized
You undoubtedly know that hackers are everywhere these days, including openly operating in Moscow near the government offices and inside the Chinese military. You probably have virus and malware protection on your computer, and you know not to click on suspicious...
by Watermark Admin | Dec 21, 2015 | Uncategorized
Trusts can be a useful tool for affluent individuals and families when it comes to personal planning. A wide variety of trusts can be used to accomplish different objectives. However, it can be difficult to determine which type of trust is best to use in a certain...
by Watermark Admin | Dec 21, 2015 | Uncategorized
What you should know about the appraisal process Do you know the current value of your business? Even if you’re not considering selling your company or otherwise transferring its ownership right now, it could happen sooner than you think. Pepperdine University’s 2015...
by Watermark Admin | Dec 21, 2015 | Uncategorized
Last summer the Trade Preferences Extension Act (TPEA) was signed into law, giving the President fast-track trade authority. But like many complex pieces of federal legislation, some provisions buried deep in the law don’t get as much publicity as the headline...
by Watermark Admin | Dec 21, 2015 | Uncategorized
A vacation home can provide a welcome retreat from the hustle and bustle of everyday life for busy individuals and families. But that’s not all: Owning a vacation home also can offer valuable tax benefits. However, the tax breaks associated with a vacation home may...
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by Watermark Admin | Dec 16, 2015 | Uncategorized
By Nathan Carmany As we slide into the last two weeks of the year, many people begin their tax planning. This often includes setting goals for the new year. The end of 2015 brings with it changes to college funding that are substantially different from previous...
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by Watermark Admin | Oct 1, 2015 | Uncategorized
By Nathan Carmany This weekend my family took a wonderful trip to a state park. We hiked, laughed and played games while enjoying our time with each other. Later, as we tried winding down, my two-year-old found her second wind and discovered the joys of jumping on...
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by Watermark Admin | Sep 11, 2015 | Uncategorized
By Nathan Carmany How often does one find the need to balance financial priorities; college or retirement, emergency fund or the family vacation? Rarely, does an opportunity come through the tax code similar to what a Health Savings Account, HSA, provides. As it...
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by Watermark Admin | Sep 1, 2015 | Uncategorized
By Nathan Carmany The third quarter is coming to a close in a few weeks and soon people will start asking where the year has gone. Considering the recent market volatility, people will start wondering where their portfolio returns have gone or where will they come...
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