You Should Definitely (Not?) Pay Down Your Mortgage Early If . . .
Better off pre-paying your home mortgage or putting that money into long-term investments? A few things to consider...
Third Quarter 2021 Review - Time for Some Year-End Tax Planning?
An overview of the 3rd quarter in investing, Facebook issues, and a look ahead to potential tax planning opportunities.
The ABCs of Stock Compensation
Stock-based compensation has become an increasingly popular way for both public and private companies to attract and retain highly skilled employees in a competitive job market. Understanding the potential risk and return—along with the tax implications—of these various compensation schemes is crucial.
Tax-Smart Charitable Giving Strategies
As you think about your charitable-giving strategies for 2021 and beyond, here are some key considerations...
Four Financial Planning Issues to Consider before Moving to France
After working and living in the United States for several years, you might be contemplating a well-deserved retirement in France (...) As far as financial planning is concerned, there are four key issues that you’ll want to prepare for, some years or months before you move.
Second Quarter 2021 Review – Inflation on the March
Equity markets continued their strong march upward in the second quarter, though leadership among sectors and asset classes shifted somewhat as investors grappled with conflicting data on the pace of economic recovery, as well as mixed signals on monetary policy from the Federal Reserve. Nevertheless, every asset class in client portfolios once again notched positive returns for the quarter (...)