Helping you to reframe your financial decisions with foundational know-how.
A successful start-up business often requires both active and silent partners. Active partners are involved in day-to-day business operations. Silent partners are typically limited partners who provide financial support to
An individual retirement account (IRA) is a tax-advantaged retirement account managed by an individual. It can be inherited like other assets, but the rules surrounding transferring IRAs to beneficiaries are
In addition to the liability protections they offer, limited liability companies (LLCs) are popular among small business owners for their federal income tax benefits. LLCs are recognized as pass-through entities
A limited liability company (LLC) is a business entity under which you can operate your business. You can run more than one business under a single LLC by either running
Taxpayers in the United States have five potential filing status options when preparing their taxes. Filing status is a category that defines the form you will use when filing your
If you need help with estate planning, tax strategy, retirement planning, or investment management, a financial planner can help you develop a long-term, comprehensive financial plan to help you meet
A custodial account is a savings account at a bank or other financial institution that one person manages for the benefit of another. While many people think of a parent
An early exercisable stock option allows the employee to buy company stock before it fully vests. A private company or start-up may make this option available to its employees as
A yield curve is a graphical representation of how much it costs to borrow money for varying lengths of time. The return an investor makes on a bond purchase is
What does it mean to borrow on margin? A margin loan is a type of loan that some brokerage firms will offer that allows investors to borrow money using the
Frame Wealth Management LLC is an investment adviser principally registered in New York and California, and registered or exempt from registration in other states as applicable. Nothing presented on or through this page is intended to be personalized investment, tax, legal, accounting, or any other professional advice. To the extent this page includes content related to investment, tax, legal, or accounting matters, such content is expressly for general information purposes and should not be relied upon for any decision-making. Investment, tax, legal, accounting and other professional advice is specific to each individual and entity, and you should consult with a professional advisor to receive such personalized advice.
Nothing contained on this page should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this page, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves risk that you as an investor should be prepared to bear.
The Elements(R) application and associated digital tools are designed and developed by Elements Technology, Inc., an independent and unaffiliated third-party software company. Elements(R) is used under license from Elements Technology, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
