Market Updates
From Our President
The Impossible Task: Guessing Right Twice!
When the markets pull back or have corrections, can you time it right to get out at the top and back in at the bottom? The task at hand isn’t guessing right once; its guessing right TWICE!
READ MORE...To Itemize or Standard Deduct? That is the Question.
Many have been confused with the new Tax Cut & Job Act reform being implemented for 2018. Previously, I recapped the major changes in my blog "what does the new tax plan mean to me." But, a looming question remains: “Do I itemize or standard deduct moving forward?”
READ MORE...What's All This Fuss About Interest Rates?
There has been a lot of discussion on the Federal Open Market Committee's (FOMC) plans to increase interest rates. Unfortunately, many of us don’t understand how this news affects the markets.
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Equity Award Planning Part 4 of 4 Strategies for Handling Company Restricted Stock Units
Welcome to the final stretch of this 4 part blog series on equity award planning. Learn more about equity award planning strategies.
READ MORE...Equity Award Planning Part 3 of 4: Strategies for Handling Company Stock Options
Let’s dive a little deeper. Here are a few of my favorite Equity Award Planning strategies.
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Equity Award Planning Part 2 of 4: Restricted Stock Unit
Since we are in the middle of equity award season I’ll keep the momentum going as this blog will focus on stock options’ little sister — the Restricted Stock Unit (RSU).
READ MORE...Equity Award Planning - Part 1 of 4 Stock Options
Tis the season of equity awards grants - truly an exciting time! What better time to revisit stock options and restricted stock units - how do both of these plans work and what are some strategies for each?
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The 4 Levers of Financial Planning
Financial Planning can be very complicated. To help everyone I work with, I'm always trying to simplify the process. In my experience, there are 4 high level factors which determine your probability of success.
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Equities Continue to Hit New Highs Despite Mixed Economic Data
Equities Continue to Hit New Highs Despite Mixed Economic Data
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