If you're working for a company who is compensating you with stock, you may have been lucky to receive incentive stock options.  AKA, ISOs, are unlike other forms of stock compensation simply because, if done correctly, you can receive lower, capital...

Markets are reaching a fork in the road. This comes after the S&P 500 bounced back by more than 17% over the last two months, as the Federal Reserve chairman, Jay Powell, suggested no further interest rate rises this year. The International Monetary...

If you’ve contributed to a workplace retirement plan and have since left your job, you would then be eligible to rollover your 401(k), 403(b), or 457 plan into a Traditional IRA. There are few reasons to consider a rollover, or not to, depending on y...

After engaging in financial planning, you should expect to receive more than just a plan document. The plan, however important, should correctly include a summary of your financial goals and all the action items to help you reach them. It might also...

If your investment real estate is sitting on a comfortable gain, you may be wondering what you can do with this new found wealth. Simply selling the property would put a stop to your rental income and the gains would be taxed. A better strategy might...

Who doesn’t want to include high-priced art in their portfolio and call it an investment while enjoying its magnificence over the fireplace? Top-shelf fine and contemporary art, aka “Bluechip art,” with prices starting at $1m per piece is out of reac...


Some people don't like the stock market. Confidence waned since the 2008-2009 Financial Crisis with fewer people participating^1 in the stock market since before the crisis. Yale University has reduced its domestic stock allocation to 3% in favor of...

 If you've lived and worked in both the U.S. and abroad, then you may have participated in two different social security systems. If this is the case, then you may see a reduced U.S. Social Security benefit due to the so-called Windfall Elimination P...

Financial planning clients and world travelers, Thomas Murphree and Frank Camacho, gave up solitary life in San Diego two years ago and haven’t stopped adventuring since. They have traveled much of the U.S., recently visited New Zealand, and are curr...

Your financial advisor may tell you that a successful retirement has everything to do with how much there is in savings followed by the cost of your lifestyle. Less is discussed what you’ll be doing during retirement, which may actually have a larger...

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