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.
I wanted to share some trends from the most recent Schwab study on equity compensation.
A big question I get is whether someone should accept a higher salary instead of equity compensation or go with a lower salary and take the equity compensation. Here I share some thoughts.
I often am asked whether there are taxes in retirement. I thought I would reshare an article I wrote some time where I answer this common question.