Why now might be a great time to exercise those options
If you work for a technology company, it’s often the case that you’ve been given stock options as part of your hiring deal or along the...
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Adjusting lifestyle to fit the new world
Massive changes are headed our way. This isn’t hyperbole; it’s a thoughtful analysis based on the restriction of supply as a result of...
Biden's tax agenda for investors
Major implications of Biden’s new “American Families Plan” is targeting households with incomes $400,000 and above. Proposed changes...
How to get Tax Free Wealth in Retirement
Nothing is certain but death and taxes, unless you’re a billionaire or if you read the book, Tax-Free Wealth^1. The latest revelations of...
The growing of dark money in SPACs and NTFs and a warning to investors
Recent headlines of billions of dollars exchanging hands so far this year thanks to the latest creation in financial ingenuity. SPACs,...
Will social security run out?
You may see the alarming note on your latest social security statement saying that projected levels are not enough to sustain payouts...
Pricing the future and stimulus update
Market update US stocks participated in a surprising quick recovery soon after what was thought to be the beginning of a major...
Stocks or real estate; which is better?
Should you put your money in stocks or real estate has been the question of generations but there should by now be enough evidence to...
Year-end tax tips
This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies...
Why the secret to investing is time
Not so exciting to day-traders is the rationale for why time invested surmounts all other trading strategies. Calendar year returns...
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