Blog
401k vs. Roth 401k: Which One Is Better?
Michael Hollis gives you some key considerations and ideas to optimize your retirement account withdrawals for a long, financially secure, and stress-free retirement.
NSOs and Taxation Part 1
If you decide to take advantage of your NSOs, make sure you understand the process, double-check that the proper taxes have been withheld, and notify your employer before they expire.
NSOs and Taxation Part 2
Understanding your non qualified stock options and how they are taxed is important whether you want to hold them or exercise them.
What Is an Employee Stock Purchase Plan and Should You Participate?
Taking advantage of an employee stock purchase plan can be a great way to meet your financial goals. There are some questions you need to ask yourself first.
How Retirees Can Better Build Up Their Fixed-Income Strategy
Based on your financial status and retirement goals, a fixed-income investment strategy could ideally diversify your portfolio and provide a steady income stream.
How to Make the Most of Your Non-Qualified Deferred Compensation (NQDC) Plan
Today’s job market is more competitive than ever. Employers are offering more than just your standard benefits package to retain top leadership talent.
How 529 Plans Are Becoming, Even More, User-Friendly In 2024 via the SECURE Act 2.0
According to US News and World Report, the average annual tuition cost for an in-state public university in 2023 is $10,423.
What The New I Bond Interest Rate Means For This Valuable Inflation-Proof Investment
I Bonds can be a powerful savings tool for retirees. They have new inflation-adjusted interest rates, so let's examine the details and their potential impact.
Creative Strategies To Purchase I Bonds Above The $10k Limit
U.S. inflation rocketed to fresh 40-year highs in June, sitting at 9.2%. This news will likely force the hand of the Federal Reserve to extend a streak of interest-rate hikes.
The Fed Hiked Interest Rates: What This Change Means For You (and Your Wallet)
You’ve seen the headlines: the Federal Reserve hiked interest rates to historic levels. They raised the target federal fund rate by .75%, which marked the most
Are You Burnt Out From The Recent Market Volatility?
Many investors are feeling overwhelmed and, frankly, a little bit burnt out after this week’s stock market volatility.
What Are Stock Splits And What Does It Mean For Your Investments?
Stock splits is when a company splits its stock into multiple shares. What does it mean to the investor who owns stock in a company who splits their stock?
What Are I-Bonds, And Can They Help You Benefit From High Inflation?
Inflation has forced many fixed-income investments into the red, there’s one type still in the black that could be a strategic hedge against inflation, I-Bonds.
Ukraine Invasion: Impact on the Markets
With the latest news out of Ukraine, we wanted to provide background on our current view of the economy and how this event may impact investment portfolios.
What's Happening With The Markets Right Now (And How Investors Can Better Respond)?
The financial markets often experience volatility spikes. And when they occur, it’s beneficial to take a step back and assess what’s actually happening.
Stock Options Made Simple: What Do You Need To Know About ESPPs?
If your company offers you an ESPP, you need to thoroughly understand the plan and identify how it can help you achieve your goals.
Stock Options Made Simple: What Do You Need To Know About RSUs?
Our first article delved into the intricacies of incentive stock options (ISOs). Today, we’ll turn our attention to a different yet increasingly popular equity tool, restricted stock units (RSUs).
Stock Options Made Simple: What Do You Need To Know About ISOs?
Stock options can genuinely augment the efficacy of your compensation package. If your employer offers you stock options, how can you make the most of them?
Why Is An Investment Philosophy Important To Your Portfolio (And What’s Ours)?
Because markets are ever-changing, there is no perfect formula for investing success. However, a sound, data-driven, and disciplined investment philosophy can set you up to achieve your retirement goals.