How Stock-Based Compensation Fits into a Financial Plan
There are many ways a company can compensate its employees for the work they put forward in advancing the company’s goals. While the most common is cash payments...
Options for Unspent 529 Plan Funds
As spring graduation dates rapidly approach and graduates head off to college in the coming months, it is an opportune time to review the 529 college savings plan .....
Is it Time to be Fearful?
As investment (and behavioral) managers we often talk about not letting emotions dictate our clients’ investment decisions. Emotions often lead investors to either ....
2024 - That Was Fast!
I think this new year came so fast that I not only got backed up on writing this commentary, but also, thankfully, did not seem to have time to make New Year’s resolutions .....
Grandma Built Her Fortune in the Market (to the tune of Grandma Got Run Over by a Reindeer)
Grandma built her fortune in the market, Explaining her success on Christmas eve, You can say there are quicker ways to riches, But as for me and Grandpa, we believe.....
Overview of Health Insurance Terminology
As we approach the open enrollment season for selecting health coverage for 2024, many people may be overwhelmed by the available options. Whether it be employer...
