Donating to Charity? Donate Investments, Not Cash, and Improve Your Portfolio, Too.
Why do you give money to charity? To help the people and causes that deserve help. That should always be the guiding light of your giving decisions. If you end
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The latest blog Posts
Manage Your Complicated Cash Flow: Fund the Fun Stuff While Still Knowing You’re Safe.
Ahhhh, remember when your parents received a steady salary and paid, like, four bills a month? Times were simple. Times were good. Your finances—on both the Income side and the
ISOs have good tax benefits. Sometimes it’s better to ignore them.
ISOs can give you a nice tax treatment. How? If you exercise an ISO and hold the share for at least a year before you sell it, then you will
Protect Your Investment Portfolio from the AI Bubble
Are you afraid of the AI bubble? That it’s going to burst and devastate your investment portfolio? Many clients are expressing this same concern. Here’s what they say (with some
Your 401(k)’s After-Tax Contributions Are a Retirement Savings and Tax Superpower.
Hopefully you’ve figured out the basics of your 401(k). Maybe you’ve even figured out whether or not you should contribute to your 401(k) pre-tax or Roth. But what about this
A Case Study in Navigating an IPO
Do you want to create a smart strategy for your company’s IPO, but you have options and shares and RSUs, you don’t know how they fit together, and it all