Tricks (Witting or Not) that Investment Advisors Play
I am an investment advisor. I believe that I, and many other investment advisors, bring real value to our clients’ lives. But man, this profession is rife with, mmmm, unseemly
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You have lots of private-company stock. Should you sell it on a private secondary market?
You’ve got gobs of stock or options in Airbnb. Or Palantir. Or some other valuable but private company. The money is So Close. You can almost feel it. And yet,
Just pick an easy way to give to charity and go. Think about taxes later.
The vast majority of my clients say they want to give more to charities and causes they care about, and, importantly, be more structured and formal in their giving.
Maybe you’re better off giving your money to causes you care about, and not focusing on tax-deductibility.
When I started my firm in 2016, our household income went to $0. Being the financial planner I am, my mind went immediately from “we have no income” to “oooh,
Meg’s Musings (Inaugural!)
One of the most wonderful parts of being a personal financial planner is that I get to see inside the lives and heads (and neuroses…of which I have my fair
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It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)
October 18, 2019