News & Articles

Taxes and equity compensation is one of the most popular inquires I receive. Here I break down the basics of their taxes, at least for the most common forms of equity compensation I deal with in my practice.

When the markets start to get wonky, I turn to a nice behavioral trick I learned years ago. It involves my goals and a small piece of paper.

I have been receiving more questions about inflation, interest rates, the market and more. It seems like a good time to share some quick thoughts.

People ask me on a regular basis why I operate under a flat fee approach. Short answer is I believe it is appropriate to charge based on my knowledge and experience, not based on what I can sell or what the market does. Here I explain in greater detail.

2021 is now in the books. Here I share some highlights of how the market performed this past year.

I thought I would share a few thoughts as we end the year.