When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
The irony of this post is not lost on us. An active manager excited about another active manager moving more towards factor and algorithmic based investing. On Tuesday, BlackRock laid out an ambitious plan to consolidate a large number of… Read More
This is from the AMM Dividend Letter released December 6, 2014. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Despite its value barely keeping up with… Read More
For those of you who have been paying into Social Security for your entire working careers, the day when you finally retire and begin