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DOES IT MAKE SENSE TO REFINANCE MY MORTGAGE? 4 QUESTIONS TO START– (PART 1 OF 2)
I know what you’re thinking: “I’m at home, I haven’t been out to eat in months, there’s no sporting event or concert on the horizon, but what I really want to do is put on my mask, meet at a title company and s...
Your Biggest Advantage in Employee Stock Purchase Plans (ESPP)
If I offered to sell you a $100 bill for $85, would you buy it? A no-brainer, right? The popular employee compensation program, known as an Employee Stock Purchase Plan (ESPP) allows you to do just this. In this ar...
What Can I Do?
This week I was scheduled to write a market update. The short version is that in 2020 it was down a lot, then up a lot, and, and as a result, now down a little for the year. (For more thoughts on the market and if it’s a good time to invest, you can watch a reply of our 23/10 webcast from last week her...
Do You Have Unclaimed Property?
Nothing is more unsettling than receiving a letter from an unknown company claiming to have financial information about you that you yourself are unaware of. On the other end of spectrum, is there a better feeling than finding a $20 bill in the old pair of jeans? Believe it or not, these two scenarios ar...
Getting Back Into The Market? How To Evaluate The Decision
“When is the best time to buy a house?”
“When is the best time to have kids?”
“When is the best time to pivot your career?”
“When is the best time to get back into the market?”
I love a good timing question and my favorites are questions like these. ...
Rebalancing: Simple, Effective But Not Always Easy
In Our Bear Market Playbook, we included rebalancing as part of the game plan when markets drop. Often overlooked as obvious and boring, it's effective and, therefore, not to be neglected. Most of the time, rebalancing is a risk management strategy as stocks get sold...
Enhancing the Investor Experience – Perspective on the Recent Volatility
Dimensional Fund Advisors (DFA), an asset manager we utilize in our client portfolios, produced a webinar for clients that focused on putting the recent market volatility in perspective. While DFA’s performance track r...
Planning Opportunities of RSUs: Tax Saving and Hedging Strategies
Recently, in A Tech Employee’s Guide to RSUs, we covered the following key points regarding RSUs: They are a popular form of stock compensation, which are taxed as income as they vest.
Shares held after ves...
Our Bear Market Playbook
This post isn’t meant to minimize the human impact that the Coronavirus has on those affected but simply to share perspective on the impact of the outbreak to the markets and a well-diversified investment portfolio. With the coronavirus pandemic now impacting the entire globe, markets across...
