Several years ago, I began to volunteer at a local elementary school. My initial thought was to read “Cat in the Hat” and other similar books to
Stock Compensation Taxation
As the tax filing deadline approaches us again this year, I thought I’d write a quick summary of taxation of Stock Compensation. Each of the three
2018 Stock Market Review
After a long run, the US markets showed us in 2018 that they can go down. For the first time since 2008 the S&P 500 was down -4.38% for the year.
Financial Planning for Your Stock Options
Financial Planning for Your Stock Options Set Goals In granting you stock options or restricted stock, or the right to buy shares in an employee
Understanding Fiduciaries
Reliable, conflict-free advice. That’s what you usually want when you hire a skilled professional to help build and manage your financial portfolio.
Staying The Course…With Some Adjustments
Volatility returned to the markets in the first quarter after a long period of calm. Stocks were up and down throughout the quarter, although, in the
Still Holding Steady
Global stock markets are trading near their highs and holding steady since our last post, mid-summer. Bond prices have generally held their gains off
Equity Markets Supported by Steady Interest Rates and Growing Economies
The first half of 2017 has been good for stocks and, as of today, Q3 is starting off well as the Fed is holding its course, and earnings reports for
Solid First Quarter-Now What?
Most major stock indices turned in a 5%+ first quarter. Bond prices bounced some off their end of year lows, showing a 1%-ish total return for the