How Should I React to Market Volatility?
After years of positive market performance, newer investors are seeing for the first time that markets do not go up ...
Puncturing Inflation
“We don’t really know what it is, we don’t really know what causes it, we don’t really know how to ...
Margin vs. Mortgage: What to Consider When Purchasing a Home
Most of us understand how getting a mortgage can help us to purchase a home. We use our personal funds ...
How Medical Professionals Can Build a Solid Financial Plan
The pandemic has been taking a grueling toll on medical professionals. According to a recent survey, more than 73% of ...
What Corporate Executives Should Know About Their Equity Compensation
You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based ...
When Is the Right Time to Hire a Financial Advisor?
Many people think you shouldn’t hire a financial advisor until you have accrued a great deal of assets. However, that’s ...
What Are Incentive Stock Options (ISOs)?
All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created entirely new industries, like Google ...
Pay Attention to How Your Accounts are Titled
Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that it could be subject to ...
What to Do If You Inherit an IRA Post SECURE-Act
Introduction If you inherited all or part of an individual retirement account (IRA) or a qualified retirement plan, you may ...
Revocable Trusts vs. Irrevocable Trusts: What Is the Difference?
A trust is an ideal way for individuals to transfer assets either during life or after their passing. At a ...
Dow 36,000 Revisited
On October 1, 1999, in the midst of the tech stock mania of that era, James K. Glassman and Kevin ...
The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential
In my wealth management practice, I focus on helping business owners and corporate executives achieve quality of life and financial ...
