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Charter Advisory Group

Firm News, Blog & Whitepapers

Fourteen Symptoms of a Business Succession Plan That Will Fail

https://www.wealthmanagement.com/high-net-worth/fourteen-symptoms-business-succession-plan-will-fail
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Inflation, Interest Rates , and the strength of the Economy

For the 1st time we are seeing suggestion that while the spike in inflation, largely the product of supply chain issues resulting from a pandemic, may not be "transitory", but that it still may be more of a episodic spike. 
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The Long and the Short of It

The "stock-of-the-day" approach is tempting, just watch CNBC or any financial news network or program and you see that. But gathering data and information may be a great idea, becoming a short, even mid term trader is not the answer as we manage our potfolios.
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COVID, Inflation and Fed Rate Hikes

We continue the conversation on inflation and Fed rate increases with a few comments on looking for value and the perspective on the market in the emerging environment.
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A Quick Note on Inflation, and Valuation

A Quick Note on Inflation and equity value. As we explore the topic of inflation at Charter Capital Advisors Research, as CPI and PPI are on the uptick, and certainly result in strain on our economy and equity markets, valuations have been, even in the COVID era, very high in relatively speaking.
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Emergence of Value bias - Charter Capital Advisors note

Is It Time to Be a Value Investor? In the market environment, given various factors (many related to the COVID era influences), inflationary factors have given Value Investing a need for greater attention in a well diversified portfolio.  While allocation to styles is always as important as diversification across asset (and sub asset) classes, in the current market environment Value makes even more sense to perhaps allocate more to this style. 
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IPOs We like - TPG Corp

A very interesting, under the radar IPO is that of TPG, at one time Texas Pacific Group.  One of the prolific Private Equity firms there at the empitus of Private Equity
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Charter Capital Advisors Research Perspectives

In upcoming articles Charter Capital Advisors Research will start the New Year with an initial offering of our perspectives on a variety of post as we catch up, sharing our approach and strategy on portfolio structuring.
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Aerospace and Defense Sub Sector View - Fitch

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2022 CONTRIBUTION LIMITS FOR RETIREMENT ACCOUNTS

The IRS recently announced new contribution limits for 2022, as follows:Traditional IRAs the limit remaining at $6,000.The catch-up contribution for traditional IRAs remains $1,000 as well.401(k) & 403(b) pans the contribution limit rises $1,000 to $20,500. Catch-up contributions remain at $6,500.Roth IRA income limits for contributions has increased.Limits went from $129,000 to $144,000 for single filers and heads of households, and $204,000 to $214,000 for those filing jointly as married c
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Charter Advisory marks growth of ESG Investing and Corporate Executive Services

Charter Advisory Group marks growth of ESG Investing and Corporate Executive Services Practices https://www.prnewswire.com/news-releases/charter-advisory-group-marks-growth-of-esg-investing-and-corporate-executive-services-practices-300671862.html
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Biden Capital Gains Tax Proposal

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How Trusts Can Be Used To Counter Tougher Estate Taxes

Imminent estate planning should be a worry for wealthy clients as the tax landscape changes with the Biden administration. The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul. “There are legitimate concerns that the exemption will be ... possibly as low as $3 million,” said Mike Winn, managing partner, business succession and planning, at Audent Family Wealth Advisors
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Why Consider a British Virgin Islands or Cayman Trust to Protect Wealth

We are all familiar with the platitudes about trusts: great things if used right, offering potential solutions to asset protection, probate, tax and family issues. The concept of moving the legal ownership of an asset to an unrelated party while still retaining the benefit of it is useful in many contexts.We are seeing trusts growing increasingly popular in non-traditional regions such as Asia and Latin America, where clients may take some getting used to the idea.
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Businesses have Feb. 1 deadline to provide Forms 1099-MISC and 1099-NEC to recip

Businesses have Feb. 1 deadline to provide Forms 1099-MISC and 1099-NEC to recipientsWASHINGTON − The Internal Revenue Service today reminded businesses and other payors that the revised Form 1099-MISC, Miscellaneous Income, and the new Form 1099-NEC, Nonemployee Compensation, must be furnished to most recipients by Feb. 1, 2021.Redesigned Form 1099-MISCThe IRS revised Form 1099-MISC for the 2020 tax year to accommodate the creation of a new Form 1099-NEC. The redesigned 1099-MISC has diff
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