For many employees, compensation goes beyond a paycheck. Navigating the equity maze of stock options, restricted stock, employer stock purchase plans (ESPPs), and employer stock ownership plans (ESOPs) can feel overwhelming, but with the right strategies, you can make informed...
It’s that time of year when we lean into the thrill of fear—haunted houses, hayrides, scary movies, and spooky decorations fill our calendars and neighborhoods. But for many Americans, the real fright isn’t found in the dark – it’s hiding...
Key Takeaways Diversification remains the theme of the year. International stocks continue to outpace their U.S. counterparts, although U.S. stocks performed slightly better than their international peers last quarter. After quite a few years of lagging returns, U.S. small-cap stocks...
More millennials are embracing the Dual-Income, No Kids (DINK) lifestyle, unlocking a unique set of financial planning advantages. Without the costs of raising children, many are accelerating their wealth through intentional DINK financial planning strategies, including early retirement planning, tax...
In January, I shared my thoughts with clients regarding the market and economic environment, what is likely to come in the short term, and what we think is important regarding portfolio positioning in light of this. I shared an analogy...
