Are You Suddenly Aware of Just How UNPrepared You Are for a Crisis?
Last week, I walked into my kitchen and exclaimed to my husband, “I sure am glad we both have life insurance.”
What Should I Do with My Vesting RSUs, Now that the Stock Market Is Tanking?
You work for a public company. Your RSUs are continuing to vest. The stock market and, more importantly, your company stock have dropped a lot in price. Even if you’ve been comfortably following a strategy with your RSUs, are you feeling a wee bit less certain about the strategy right now?
Meg’s Musings: Coronavirus Edition
Even as the coronavirus pandemic has upended much of how we understand our lives to work, it has made me wonder about a potential good impact:
Will our lives feel more time abundant, now that we can’t go anywhere?
That and another tangentially related item in this edition of Meg’s Musings.
Yes, vetting a financial planner is still entirely on you. Sorry. Here are some questions that can help.
I’m guessing you don’t follow the financial-services media, so you probably missed the recent Giant Kerfuffle: the CFP® Board decided to remove compensation method from its Find a Planner tool.
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Stock market. Coronavirus. Do you feel a wee bit anxious? Find comfort in numbers (and double entendres!).
Presumably you have been consuming a lot of media about the coronavirus and the recent stock-market drop. Over the last two weeks, the financial media has been bleeding and leading, so I thought a less hysterical commentary on at least the stock-market part might be helpful.
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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 behavior.Read More
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, you can’t. ‘Cause your company is private. Oh, the torture.
Confessions of a Comprehensive Financial Planner
I am not the expert.
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.
