Dec 16, 2020
You may receive an inheritance, stock options, restricted stock units (RSUs) or build a large position through an employee stock purchase plan (ESOP). This can lead to a large concentrated position. We discuss the risks, tax implications and strategies to manage a concentrated position. A proper plan...
Oct 29, 2020
Purchasing a home can be a stressful process, especially if it's your first time. Join our Financial Planner, Mac Richards, as he reviews actionable steps you can take to prepare yourself and your finances for the home-buying journey.
Oct 5, 2020
This is the definition of a unicorn presidential election. The policy goals of both candidates will have effects on the financial markets. I am joined by Giulio Martini, a Partner and Director od Strategic Asset Allocation at Lord Abbett to discuss these policies and their effects on the markets.
Jul 23, 2020
In the midst of the COVID-19 pandemic, an update on our portfolio management strategies and our outlook for the road ahead in the financial markets.
Apr 24, 2020
We continue our discussion on Long-Term Care Insurance (LTC) with Kim Muldoon from Starkweather & Shepley Insurance Brokerage. We covered background on LTC insurance in the previous episode and now we discuss who potentially will need LTC insurance, Costs of insurance and what products are available.