Mid Year Market Update
The first half of the year is in the books and it has been a great start. Here we go over some highlights.
The first half of the year is in the books and it has been a great start. Here we go over some highlights.
There is lots of discussion about potential tax changes. Here I share some thoughts I picked up on a webinar from a couple of big tax nerds in my world.
What do you do once your Restricted Stock Units (RSUs) vest? Here I break down a few options.
I've noticed a few trends with clients in this post-Covid world. I thought I would share a few of the personal finance related observations.
One of my most popular blog posts is about dinner seminar invitations. I thought I would do a quick update since that post is a few years old.
In this post I continue to break down the taxation of Employee Stock Purchase Plans, better known as ESPPs.