The Trusted Advisor

John Knisely, Financial Planner

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Build Back Better Act – what it may mean for you

Posted by John Knisely, Financial Planner on Dec 6, 2021 2:27:06 PM

The Build Back Better Act is a proposed legislative spending plan aimed at raising revenues and changing or adding certain governments programs. At this point, we can only speculate at what will pass and what will not, but one thing that is for certain - change is coming. More specifically, a majority of the revenue proposals will impact high-income, high net-worth and small-business owner individuals.

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Concentrated Stock: Barriers, Biases, & Strategies

Posted by John Knisely, Financial Planner on Jul 29, 2021 1:07:46 PM

Company stock compensation plans are a great way for companies to reward and retain their employees. Restricted stock units (RSUs) are one of the more common forms of this type of compensation. RSUs are granted to an employee and generally vest over specific lengths of time. The longer the employee stays with the company, generally, the more RSUs the employee receives. Individuals who are fortunate enough to receive these benefits should develop a strategy to ensure that they do not become overly concentrated in a single stock position.

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Balancing Sacrifice and Success

Posted by John Knisely, Financial Planner on Jun 25, 2021 3:32:19 PM

Content originally featured in Western NY Physician Magazine - navigate to page 20 to view.

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