Wealth Management Press Releases
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About GEM
GRAY EQUITY MANAGEMENT, LLC PROVIDES WEALTH MANAGEMENT SERVICES THAT CAN HELP YOU KEEP THE PROMISES YOU MAKE TO YOURSELF AND YOUR FAMILY, FOR NOW AND IN THE FUTURE. About Gray Equity Management With achievement comes responsibility, and your financial success brings with it obligations, both external and self-imposed. You have made promises to yourself, to
Investors Must Watch Out for Self-Fulfilling Prophecies
By Martin E. Landry, CFA, CFP, CAIA, CIMA, CIPM, AIFPortfolio ManagerPresented by Gray Equity Management, LLC When fear and uncertainty find their way into headlines, investors should ignore the herd and “stay the course.” Stock markets around the world rang in the new year with an old-fashioned selloff last week. In the U.S., the S&P
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It’s About Time: Keep Your Deal Moving — But Not Too Quickly
How quickly can you sell or acquire a business? As with most major transactions, it depends. Once parties agree to merge, deals typically take six to 18 months to conclude. The selling company’s size and industry, the complexity of the transaction, and the buyer’s ability to get financing, among other factors, can all affect timing.
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The Fed Makes Its Move
Wall Street rallies as interest rates rise for the first time since 2006.Presented by Gray Equity Management, LLC U.S. monetary policy officially changed course Wednesday. Federal Reserve officials voted to raise the federal funds rate by a quarter of a percentage point, ending an unprecedented 7-year period in which it was held near zero. Nearly ten
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DOL Issues Guidance Concerning Misclassification of Employees and Independent Contractors
By Michael D. Koppel, CPA, PFS, CITP, MSA, MBARetired Partner at Gray, Gray & GrayDecember 1, 2015 In July, the U.S. Department of Labor’s (DOL’s) Wage and Hour Division issued Administrator’s Interpretation No. 2015-1, which addresses issues arising from the misclassification of employees as independent contractors. The interpretation addresses the application of the Fair Labor
How Gen Xers Can Get Their Retirement Saving Back on Track
Steps that may help to address a savings shortfall.Presented by Gray Equity Management, LLC Were you born within the years 1965–1980? That makes you a member of Generation X, and it means you are between ages 35–50. Gen Xers now constitute “the sandwich generation” – how time flies.1Broadly speaking, Gen X is the first generation that
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Protecting Your Firm’s Most Valuable Asset: Its People
By Richard A. Hirschen, CPA, CGMAGray, Gray & Gray, LLP The federal government recently announced that the nationwide unemployment rate dropped to 5% in October, the lowest it has been since 2008. Professions like architecture, engineering and design are not immune to the effects of the tightening pool of workers. Not only is it more
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Accounting for Marketing Expenses in Overhead Rate Calculations
By Richard Hirschen, CPA, CGMAGray, Gray & Gray, LLP Every year architectural and engineering firms spend money – lots of money – trying to generate new business and new projects. Your firm’s investment in marketing can run the gamut from advertising and direct mail, to a website and public relations, to entering design competitions in
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