Why Diversification Matters
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.…
Category: Investing
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Compensation Beyond the Paycheck: Stock Appreciation Rights
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… -
Compensation Beyond the Paycheck: Employee Stock Purchase Plans
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… -
Compensation Beyond the Paycheck: Incentive Stock Options and Non-Qualified Stock Options
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)… -
Compensation Beyond the Paycheck: What You Need to Know About Restricted Stock Units
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… -
Where to Get the Right Financial Advice for Your Situation
By now, you may have heard that the Department of Labor will delay implementation of its Fiduciary rule for 60 days. The rule, established under the Obama administration, required advisors… -
What to do if you’ve Contributed Too Much to an IRA
It’s hard to believe, but we’re only a few weeks away from the end of tax season. Those of you that haven’t filed yet are likely feeling pressure. You need… -
Getting Back to Investing Basics
The stock market is all the rage recently. The Dow has reached 20,000 for the first time ever and even hit 21,000 at the beginning of March. (If you’re not… -
Reader Question: Should my husband and I invest in tax-free or tax-deferred accounts?
A reader asked a question recently that touches on a number of points I’ve been writing on: My husband has an account with Vanguard where he puts post-tax money and… -
Important Takeaways from the Betterment LGBT Wealth Management Panel
This past week, I had the pleasure of speaking on a LGBT Wealth Management Panel for Betterment, one of the country’s leading robo-advisors. We addressed a lot of financial issues… -
Fixing Your Finances 101: Step 4 – Covering Your Bases
You’re over the hump! Just two more steps to go, and you will have what you need to help secure your financial future. As a review, in Step 1, we… -
New Crisis, Same Advice
Here we go again. Britain’s vote to leave the European Union (known as Brexit) has caused quite the financial panic in markets worldwide. U.S. Stocks lost $1.4 trillion of market… -
How to Deal With Changes to Your 401k
My firm is going through a bit of transition at the moment. As one of the many changes that are coming, all employees just received notice that the company will…