Blog

When you think about your employer benefits a question you should ask yourself is “Should I participate in ESPP at work?” If you have this...

This is the second in a three-part blog series on do you have the right money mindset for financial success. As your CFP it is...

Success in life as it is in finance I believe is primarily driven by mindset. World Famous business and self-help coach Tony Robbins and others...

The US economy is down, but the US stock market is up, and now valuations are at about the all-time highs we last saw in...

On July 30th, the US released the worst statistics on economic growth in its history. In the 2nd quarter of this year, US Gross Domestic...

How does the majority of the internet answer the question of should I sell my Restricted Stock Units (RSUs) when they vest?  Almost always with...

There are a plethora of guides on how to handle RSUs from a financial planning and tax efficiency perspective. However, few have taken a look...

The Novel Coronavirus has affected the world’s economy and business owners in a tremendously staggering way. Government mandates for sheltering in place and requiring only...

The stimulus package for COVID-19 was signed into law by President Trump on Friday, March 27th, 2020. The act is extremely broad and impacts everyone...

Soooo… I think we can all agree these last few weeks have not been a fun time to be an investor navigating the COVID-19 bear...

One of the biggest benefits of working for a tech company is receiving equity. As a CFP, it is one of my favorite and most...

Last Thursday, the yield on the US 30-year treasury bond fell below 2% for the first time in history, breaking its previous record set in...