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An Introduction to Stablecoins

It is ironic that for many, their first encounter with the term “stablecoin” was news coverage about a profoundly unstable situation. But a deeper dive into the world of stablecoins will make clear...

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When To Use An Adjustable-Rate Mortgage

With home prices soaring in 2021 and interest rates climbing in 2022, many prospective homebuyers are considering alternatives to the traditional fixed-rate mortgage. Although adjustable-rate mortgages...

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Tax Planning Amid A Window Of Stability

The 2022 midterm election brought many surprises, but its effect on tax planning is less unexpected. Both before and after Nov. 8, taxpayers were likely to face a quiet few years before the tax...

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Palisades Hudson Turns 30

To remind myself how far Palisades Hudson has come in 30 years, I need only look at this year’s holiday photograph taken in front of the Space Shuttle Atlantis. We have not (yet) crossed the Karman...

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Five Questions With: Amy Laburda

Five Questions With: Amy Laburda, Administrative Manager (Editorial and Social Media) Amy joined Palisades Hudson’s staff in 2010 and became a manager in 2015. Her role includes coordinating our...

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Pre-Funding Benefits With A 419(e) Plan

In an environment where unemployment remains at historic lows, many employers seek ways to keep their existing staff happy and to attract talented new workers. However, some businesses may be leery of...

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Five Questions With: Anthony Criscuolo

Five Questions With: Anthony Criscuolo, Senior Client Service Manager and Chief Investment Officer Anthony joined Palisades Hudson in 2008 and has been a client service manager since 2011. As CIO, he...

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Fighting Inflation On The Home Front

Budgeting is always an exercise in adjusting to changing circumstances. But for Americans under 40, the circumstances have never included significant inflation — until now. While inflation has cooled...

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Five Questions With: Ashley Luhmann

Five Questions With: Ashley Luhmann, Financial Planning Manager Ashley joined the Palisades Hudson staff as an associate in 2017 and has been a financial planning manager since 2021. While she...

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Optimizing Your SEO Consultant Search

With an estimated 2 billion websites online and more launching daily, reaching new audiences can present a daunting prospect. With the help of a search engine optimization partner, you can cut through...

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Five Questions With: Larry Elkin

Five Questions With: Larry Elkin, President Larry founded the firm that would become the Palisades Hudson organization in 1992 in Hastings on Hudson, New York. Today, the firm has offices nationwide...

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Fixing Foreign Filing Errors With The IRS

The United States is invested in its taxpayers’ assets regardless of where those taxpayers live or where their assets reside. The complications of reporting foreign financial activities means that you...

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Five Questions With: Jeffrey Howard

  Five Questions With: Jeffrey J. Howard, Director Of Technology   Jeff has been part of Palisades Hudson since 2004, serving as the firm’s administrative manager for infrastructure and technology...

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Houses, Hurricanes And Homeowners Insurance In Florida

Every Floridian knows that June 1 means the start of hurricane season. From June through November — and especially in August, September and October — we keep a wary eye on the weather forecast, load...

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Five Questions With: Paul Jacobs

Five Questions With: Paul Jacobs, Managing Vice President Paul assumed the role of managing vice president in 2023 after joining our executive team as a vice president in 2017. He began his career at...

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Name, Image And Likeness Tips For Student-Athletes

The financial landscape for student-athletes is changing rapidly. College players can make the most of it — with some planning. In June 2021, the U.S. Supreme Court changed the landscape for college...

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Five Questions With: Alyssa Drowne

Five Questions With: Alyssa Drowne, Administrative Associate Alyssa joined the Palisades Hudson staff in 2021 as an administrative associate. Her work includes supporting varied marketing projects,...

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Gift-Giving Makes Good Tax Sense, Except When It Doesn’t

The current rules for the federal estate tax mean most Americans are unaffected — but with a potential end date for the current rules in 2026, some affluent taxpayers are trying to make the most of...

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Five Questions With: ReKeithen Miller

Five Questions With: ReKeithen Miller, Senior Client Service Manager ReKeithen supervises the staff of client service professionals in the Atlanta office, where he has been based since 2008. ReKeithen...

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The September Tax Data Dump

Many Americans only think about their taxes for a few weeks of the year: from when they get their W‑2 until they file their income tax return. These taxpayers may be surprised that some people are...

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