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,...

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...
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.

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...

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...

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...

6 Lessons Learned From the Worst Dow Plunge Ever
When the Dow Jones drops, it can catch you off-guard. Here are six lessons we can learn from experiences like...
Bring Your Kid to Planning Day
The other day I had a particularly interesting financial check-up with a client. What made this meeting different? ...

Retrain Your Thinking: Stocks Vs. Real Estate
So many of us have strong opinions concerning stock investments vs. real estate investments. There is a stark difference on...
Here a Bit, There a Bit, Everywhere a Bitcoin
Lately, I've had several discussions on the subject. When people call and tell me how wonderfully easy...
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