From Our President, Retirement Planning

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 Financial Facts, From Our President

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...

Financial Facts, From Our President

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.

Financial Facts, From Our President

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...

Financial Facts, From Our President

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...

From Our President, Retirement Planning

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...

From Our President, Retirement Planning

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...

From Our President, Helpful Advice, How to Invest

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? ...

Financial Facts, From Our President, Retirement Planning

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...

From Our President, How to Invest

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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