Interesting reads from this week in all things finance and markets.

Brief overview of RSUs, how they are awarded and taxes. We also discuss the issues that arise such as not having withheld enough for taxes and overconcentration in employer stock.

If you are exiting (selling) your business to an ESOP, you will want to qualify for the section 1042 gain deferral, here are the basics.

We go over the differences between AMT basis and regular tax basis created with an ISO exercise.

Quick high-level rundown of what we are paying attention to in markets.

The stock market has stumbled with the S&P 500 and Nasdaq declining year-to-date. While tariffs have garnered the most attention, investors are also concerned about mixed economic signals including weak consumer confidence, hotter inflation, government worker layoffs, and more. Some are now wondering if there will be a recession, and President Trump did not rule out the possibility in recent interviews. How can investors maintain perspective in this challenging market andeconomic environment?

Mortgages are sometimes very different from what we are used to here in the United States. See how the US compares with UK and France.