Sophisticated financial advice for sophisticated individuals

My thoughts...

Too Much of a Good Thing? A concentrated stock position may be more risky than you think, here's what to do.

Concentrated stock ownership strategies - Employees with employer stock or investors with 10% or more in one stock incur significantly more risk. Here's how to manage the risk in a smart and tax-efficient way.

Endowments need to be more fee conscience

December 13, 2020 Insights Executive

Lower endowment fees makes dollars and sense for your organization.

Estate and Financial Planning Ideas in a Low Interest Rate Environment

July 23, 2020 Retirement Funding Executive

Making lemonade out of lemon: Stock market volatility and low interest rates create estate planning opportunities.

Maximize Your 401(k) With These Mutual Funds - Here are my four favorite types of mutual funds to own in a 401(k).

February 11, 2020 Investment Executive

Get the most of your 401(k) mutual funds.

Exchange Your Company Stock without Incurring Taxes - Here's how to diversify employer stock risk without incurring income taxes

January 8, 2020 Investment Insights Executive

Year-end Financial Planning Reminders for Executives

November 26, 2019 Insights Executive

Executives have many opportunities to save on income taxes, here are my top planning considerations for year-end.