Did you know that this child’s investment account can also be a double-edged sword? Throwing some money in an UTMA is a great birthday gift for a little one, but be aware that of it’s potential side affects.
Failing to create an estate plan can be the worst thing you can do to your loved ones. Without a clear plan in place, your assets may be distributed in ways you never intended, causing unnecessary stress and conflict among your family.
This post discusses the importance of estate planning, addressing common misconceptions people have.
Don’t get blocked by anxiety or your own inner dialogue.
Are you aware of the risks around you?
What if I’ve been thinking about this situation all wrong?
What if we coupled these unnecessarily high rate hikes with fiscal policy by raising the corporate tax rate?
Today’s special guest post is brought to you by my colleague, and friend, Ben Coulthard. Ben is one of the most welcoming, charismatic, and team-first advisors that I can think of. Ben – starting only a few months before me but lightyears ahead of me in so many ways – was (and still is) instrumental…
Do you remember when we would all watch the same shows on cable? Sure, you can go back to when TV had like three channels, but at least for me, my memory goes back to the first episodes of American Idol. How first, we’d all catch up over last night’s episode before resuming whatever side…
This article is about what good will come from the Fed fighting inflation, how to best handle this volatile market, and how to reorient our perspective on interest rates.
This is by far an exhaustive list of all things equity comp, but here are a few ideas to consider when faced with equity compensation and what to do with your equity during a bear market.
This short explores the idea that pessimism can be a precursor to optimism. It’s not that we hope for the worse. It’s just that we may have a tendency to look at the darker side of life.