Michael Aloi, CFP

Gifting publicly traded stock can be win-win for the donor and the charity. Here are four tips to help you get started.

Executives can use an active indexing strategy to help diversify away from low basis company stock.

The 4% rule, including what it is and whether it's a good strategy for retirement income planning.

Here's what you need to know about the value, risks and tax implications with employee stock options.