Healthy Financial Habits and Investment Plans
How to set yourself up for success by creating an investment plan and staying the course. Creating an investment plan…
Where to Keep Your Estate Planning Documents
Most people are aware of the importance of having up-to-date estate planning documents. What many don’t realize, however, is that…
Real-World Examples of the Use Cases for Blockchain and the state of the Crypto World
In our last article, we dove into some mind-boggling topics like the metaverse and NFTs. In this post, we’ll focus…
Net Unrealized Appreciation: The Benefit of Owning Company Stock in an Employer-Sponsored Retirement Plan
Many companies offer their employees the opportunity to own their employer’s stock in a tax-deferred employer-sponsored retirement plan. The idea…
Crypto Compass: NFTs & The Metaverse
What are NFTs? Before we dive into the mind-boggling concept of the metaverse, let’s start by breaking down NFTs. Nonfungible…
Bitcoin and Ethereum Explained
Bitcoin What is it? In the first post we dove into what exactly cryptocurrency is, but not any of the…
Crypto Compass: Cryptocurrency
Welcome to my Blog Hi and welcome to my blog, Crypto Compass. When I set out to learn about cryptocurrency,…
Employee Equity Compensation: Stock Options, Grants & More – And What They Mean to You
Employee equity compensation is a common benefit provided by public companies and some private companies (especially startups) but one that…
Rising Interest Rates: History Shows It’s Not All Bad
Many investors are concerned about what a sustained rally in interest rates could mean for the stock market. Bond yields…
Give Your Grandchild the Gift of A 529 College Savings Plan
Saving for a grandchild’s education is a meaningful gift that can make a lasting impact. As the saying goes, ‘knowledge…
The Underperformance of Foreign Stocks Over the Past Decade and the Case for Active Management
From the Financial Crisis in 2008 up to the beginning of the COVID-19 pandemic, foreign stocks failed to keep pace…
It’s Graduation Time, and Your 529 Plan is Ready for its Grand Entrance
The education world may be in flux, but higher learning will continue to be a priority for most families –…
Health Savings Account 101
WHAT IS A HEALTH SAVINGS ACCOUNT? A Health Savings Account, or HSA, is tax-advantaged savings account established by an individual…
Opportunity Zones: What are they?
When the 2017 Tax Cuts and Jobs Act was passed, articles were being released everyday covering the new tax brackets,…