Receiving incentive stock options can be an exciting part of your compensation package. They give you the opportunity to participate …
Why Strong Corporate Earnings Matter for Your Portfolio
When you turn on financial news, it is easy to get overwhelmed by daily headlines, market swings, and endless talking …
The Most Overlooked Workplace Benefit: Are You Leaving Free Money on the Table?
Most employees obsess over the obvious parts of their compensation package. They look closely at base salary, the annual bonus …
What Really Drives Inflation and Your Cost of Living
Politicians often treat inflation as a campaign talking point, blaming opposing parties. While this behavior fits into short soundbites, they …
Are You Leaving Money on the Table? Connecting Employee Benefits to Lower Taxes
When Was the Last Time Someone Evaluated Employee Benefits and Plotted Out a Tax Plan? Think back to the last …
Are Your Stock Options Setting You Up for a Wealth Win or a Tax Trap?
Receiving stock options from your company is a major financial milestone. Whether you are working at an early-stage private startup …
American Manufacturing Is Hiring Again
The latest Institute for Supply Management (ISM) Manufacturing report delivers a powerful signal for the U.S. economy: American factory floor …
What the Expanded 529 Rules Mean for Your Family
As the new school year approaches, it is a great time to review the major upgrades made to 529 education …
Discipline Equals Freedom: How to Raise Financially Smart Kids
The old playbook for teaching kids about money usually stopped at a ceramic piggy bank and a lecture about saving …
The Warsh Era Begins: Why the Fed Isn’t likely to Stop the Growth Engine
The Federal Reserve has officially entered a new era. Newly minted Fed Chair Kevin Warsh just wrapped up his first …