Helping You Understand and Improve Your Business

• Making the Most Out of Your Summer Spending

  Fundamentals | 05.09

  Ah, warm weather!  You see short sleeves everywhere.  Restaurants are putting out patio furniture and opening windows. Crowds of people are out enjoying the sights, especially here in Chicago. Summer…

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• Two Low-Cost Ways to Diversify Your Investments: Index Funds and ETFs

  Investing | 05.02

  Last week, we talked about why you might want to diversify your investments.  This week we’ll take a closer look at how you can do that with two of my…

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• Why Diversification Matters

  Investing | 04.25

  Remember 2008?  That fall, I listened to podcast after podcast trying to make sense of the market crash, the bank bailouts and the emerging stimulus package. The uncertainty was unnerving.…

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• Five Things to Do Right After You File Your Tax Return

  Tax | 04.18

  Congratulations, you just filed your taxes! Enjoy that feeling of relief for a minute.  Savor the idea that you don’t have to run around collecting documents, checking numbers and worrying…

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• Last-Minute Tips for Tuesday’s Deadline

  Tax | 04.11

  This tax season has flown by. For those of you still needing to file, you have until midnight next Tuesday April 17th, 2018. As always, I want to offer some…

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• 8 Tax Tips My Clients Taught Me

  Tax | 04.04

  Originally appeared on Forbes.com Most of the time, I’m the one who teaches people about the ins and outs of tax filing. After all, I started out as a tax attorney —…

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• Compensation Beyond the Paycheck: Stock Appreciation Rights

  Investing | 03.28

  We’ve come to the last post in my series on compensation beyond your paycheck. In the past few weeks, I’ve explored different forms of equity compensation including restricted stock units…

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• Compensation Beyond the Paycheck: Employee Stock Purchase Plans

  Investing | 03.21

  Welcome back to my series on equity compensation. All month we’ve been talking about some of the ways your company may pay you outside of your normal paycheck.  So far…

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• Compensation Beyond the Paycheck: Incentive Stock Options and Non-Qualified Stock Options

  Investing | 03.14

  This is the second post in my series on compensation beyond the paycheck. Last week we explored Restricted Stock Units and this week we dive into Incentive Stock Options (ISOs)…

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• Compensation Beyond the Paycheck: What You Need to Know About Restricted Stock Units

  Investing | 03.07

  Experts at Glassdoor say that January is the most popular month for job changes, so if you’ve recently changed employers, you’ve got lots of company.  By now, you’re probably starting…

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• People of Color Transforming the Financial Planning Industry

  Fundamentals | 02.28

  I was so glad to hear from many of you regarding my piece on the Racial Wealth Gap. Most of you were as surprised that the problem was as bad…

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• The Racial Wealth Gap: Addressing America’s Most Pressing Epidemic

  Fundamentals | 02.21

  This article first appeared on Forbes.com As we celebrate Black History Month, we can take pride in the progress we’ve made while also acknowledging how far we have to go. One troubling sign of the work…

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• Profiles in Black History: My Inspirations

  Fundamentals | 02.07

  Happy Black History Month!  This month we celebrate triumphs, sacrifices and struggles of leaders in the black community. I’m inspired by their talent, dedication and hard work, and I’m grateful…

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