In recent days, the Securities and Exchange Commission (SEC) has intensified its scrutiny of cryptocurrency exchanges suspected of evading regulatory requirements. This increased pressure has resulted in the SEC targeting prominent industry players. On Monday, the world’s largest cryptocurrency exchange, Binance, faced legal action from the SEC, followed by another lawsuit filed against Coinbase. The […]
AI Revolution As we approach the halfway point in the year, the most prevailing headline for 2023 thus far has been the rise in Artificial Intelligence (AI). We closed out 2022 with technology stocks in a bear market, higher interest rates, sticky inflation and pessimism about the overall economy. While some of these concerns are […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-06-06 09:50:452023-06-06 09:54:41ON THE STREET MONTHLY – AI REVOLUTION
Over the last couple of decades, entrepreneurship in the United States has grown significantly. According to the latest entrepreneurship stats, nearly 5.1 million new businesses were registered in 2022 alone. In 2021, the number of new businesses established hit a record high of 5.4 million. Below is a chart of the monthly total business applications […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-06-01 11:21:122023-06-01 11:21:13The Multi-Million Dollar Tax Savings Strategy for Exiting Small Business Owners
Transitioning from college life to the working world can be a daunting experience for many graduates. Numerous college students struggle with their career path upon graduating and seek guidance for their future whether that be determining if they should live at home, move out, or find a job. While many of these changes impact recent […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-05-25 12:03:582023-05-25 12:04:00Navigating the Transition from College to Work for Students and Parents
Tax strategies play a crucial role in effectively managing concentrated stock positions, allowing investors to minimize tax liabilities and optimize their overall financial situation. Concentrated stock positions can present unique opportunities for wealth accumulation, but they also carry significant risks. By implementing tax strategies tailored to these positions, investors can strategically diversify their holdings, defer […]
For the past 16 months, the inflation headline has dominated economic news and become the most widely discussed topic in financial circles. Wall Street analysts and investors alike have been closely monitoring each inflation report, trying to decipher what it means for the economy and financial markets. As the Federal Reserve grapples with rising inflation […]
Personal finance is an area of life that demands a great deal of attention and responsibility. As we continue to conduct more of our financial transactions online, it has become increasingly important to protect our personal and financial information from hackers and cybercriminals. With identity theft and financial fraud on the rise, it is crucial […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-05-04 10:56:262023-05-04 11:09:28Securing Your Personal Finances & Protecting your Data Privacy
The US debt has surpassed $30 trillion for the first time in February, prompting Congress to consider raising the debt limit, which is the maximum amount the Treasury can borrow to pay America’s bills. $7 trillion were added to the national debt due to the coronavirus pandemic in the last two years alone. Increasing the […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-05-02 10:20:052023-05-02 10:20:06ON THE STREET MONTHLY – THE DEBT CEILING BATTLE
Losing a loved one is one of life’s most difficult challenges, and the process of grieving can be overwhelming. On top of the emotional toll, there are also a number of practical and financial considerations to address in the aftermath of a loved one’s passing. From managing their estate and notifying financial institutions to navigating […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-04-27 12:54:472023-04-27 12:54:49What to do When a Loved One Passes?
We are proud to announce that Lake Street has been named one of the Best Financial Advisory Firms of 2023 by USA Today. One of the criteria was based on peer recommendations from other financial advisors. This recognition is a true testament to the culture we are building and our unwavering dedication to providing exceptional […]
Cryptocurrency, Adoption Rates and Key Considerations
In recent days, the Securities and Exchange Commission (SEC) has intensified its scrutiny of cryptocurrency exchanges suspected of evading regulatory requirements. This increased pressure has resulted in the SEC targeting prominent industry players. On Monday, the world’s largest cryptocurrency exchange, Binance, faced legal action from the SEC, followed by another lawsuit filed against Coinbase. The […]
ON THE STREET MONTHLY – AI REVOLUTION
AI Revolution As we approach the halfway point in the year, the most prevailing headline for 2023 thus far has been the rise in Artificial Intelligence (AI). We closed out 2022 with technology stocks in a bear market, higher interest rates, sticky inflation and pessimism about the overall economy. While some of these concerns are […]
The Multi-Million Dollar Tax Savings Strategy for Exiting Small Business Owners
Over the last couple of decades, entrepreneurship in the United States has grown significantly. According to the latest entrepreneurship stats, nearly 5.1 million new businesses were registered in 2022 alone. In 2021, the number of new businesses established hit a record high of 5.4 million. Below is a chart of the monthly total business applications […]
Navigating the Transition from College to Work for Students and Parents
Transitioning from college life to the working world can be a daunting experience for many graduates. Numerous college students struggle with their career path upon graduating and seek guidance for their future whether that be determining if they should live at home, move out, or find a job. While many of these changes impact recent […]
Tax Strategies for Concentrated Stock Positions
Tax strategies play a crucial role in effectively managing concentrated stock positions, allowing investors to minimize tax liabilities and optimize their overall financial situation. Concentrated stock positions can present unique opportunities for wealth accumulation, but they also carry significant risks. By implementing tax strategies tailored to these positions, investors can strategically diversify their holdings, defer […]
Understanding Inflation
For the past 16 months, the inflation headline has dominated economic news and become the most widely discussed topic in financial circles. Wall Street analysts and investors alike have been closely monitoring each inflation report, trying to decipher what it means for the economy and financial markets. As the Federal Reserve grapples with rising inflation […]
Securing Your Personal Finances & Protecting your Data Privacy
Personal finance is an area of life that demands a great deal of attention and responsibility. As we continue to conduct more of our financial transactions online, it has become increasingly important to protect our personal and financial information from hackers and cybercriminals. With identity theft and financial fraud on the rise, it is crucial […]
ON THE STREET MONTHLY – THE DEBT CEILING BATTLE
The US debt has surpassed $30 trillion for the first time in February, prompting Congress to consider raising the debt limit, which is the maximum amount the Treasury can borrow to pay America’s bills. $7 trillion were added to the national debt due to the coronavirus pandemic in the last two years alone. Increasing the […]
What to do When a Loved One Passes?
Losing a loved one is one of life’s most difficult challenges, and the process of grieving can be overwhelming. On top of the emotional toll, there are also a number of practical and financial considerations to address in the aftermath of a loved one’s passing. From managing their estate and notifying financial institutions to navigating […]
USA Today’s Best Financial Advisory Firms of 2023
We are proud to announce that Lake Street has been named one of the Best Financial Advisory Firms of 2023 by USA Today. One of the criteria was based on peer recommendations from other financial advisors. This recognition is a true testament to the culture we are building and our unwavering dedication to providing exceptional […]