Bitcoin and Ethereum ExplainedApril 21, 2022Bitcoin What is it? In the first post we dove into what exactly cryptocurrency is, but not any of the…
Crypto Compass: CryptocurrencyFebruary 18, 2022Welcome 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 YouApril 1, 2021Employee 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 BadJanuary 1, 2021Many 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 PlanOctober 1, 2020Saving 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 ManagementJuly 1, 2020From 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 EntranceMay 27, 2020The education world may be in flux, but higher learning will continue to be a priority for most families –…
Health Savings Account 101October 1, 2019WHAT 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?April 1, 2019When the 2017 Tax Cuts and Jobs Act was passed, articles were being released everyday covering the new tax brackets,…