Market Outlook for 2020: Is this the year the bull market ends?
Investment outlook for 2020
Sophisticated financial advice for sophisticated individuals
My thoughts...
Exchange Your Company Stock without Incurring Taxes - Here's how to diversify employer stock risk without incurring income taxes
The SECURE Act Has Passed. What Does it Mean for Your Retirement?
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
My take: How the SECURE Act Changes Financial Planning
I see four ways the new legislation impacts financial planning advice. Here some of my thoughts.
Making it a Win-Win: Here's how I helped a client align his values with his money
Year-end Financial Planning Reminders for Executives
Executives have many opportunities to save on income taxes, here are my top planning considerations for year-end.