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Year-end advice for the charitable investor
This is the time of year when we show gratitude for the abundance with which we are blessed. It is also when many charitably minded individuals begin to consider their year-end charitable contributions. If you are charitably minded and wish to maximize the funds available to support your favorite...
Bosses, beware: The employee v. contractor trap
What if you didn’t have to pay employment tax, worker’s compensation, unemployment, payroll processing fees, and all the other costs of having employees? Sounds good, right? It’s a risky bet that many employers have taken in recent years – classifying all or some of their employees as independent...
Four keys to early retirement
Early retirees are among those who stand to benefit most from the rollout of the Affordable Care Act. Unless one was offered retiree health care (which is quickly going the way of the dodo) or had a working spouse with health benefits, an early retiree could easily be turned down for a private in...
A third-quarter market summary:
Low trading volume and major headlines regarding Syria dominated the third quarter of 2013. This quarter also marked the five-year anniversary of the Lehman bankruptcy and the beginning of the […]
Overtime: A big deal
Overtime is a big deal. According to data available on the U.S. DOL Data Enforcement website, employers in the U.S. have agreed to pay more than $2.2 billion dollars in […]
Big cash, big questions
Learn how to navigate career, investment, and benefit changes after a liquidity event. Strategic planning can help maximize opportunities and reduce risks.
The zen of holistic investing
By the end of their careers, many people have multiple investment accounts. Regardless of the number of accounts you have, to maximize your investment returns, it is important to manage all of your investment assets holistically. Holistic investment management requires an asset management plan tha...
What’s the right amount of debt?
There are several things to consider when deciding how much debt is right for your company. Debt affects ability to grow, operational risk and the amount of money available to […]
A financial year-end to-do list
Any minute, it will be Halloween, then Thanksgiving, and then the rest of the holiday season will come and go. Suddenly, it’s 2014. Before the year runs out, investors would be wise to consider planning opportunities available to them in areas of charitable giving, deduction planning and tax loss...
Do inflation-hedged investments deliver?
Inflation-hedged investments are all the rage. Since the commodities boom of the mid 2000′s and politically-driven town criers screaming of Fed-induced hyperinflation, investors and their advisors have scrambled to build […]
Beware high-yield CDs in low-yield times
Some of my favorite stories are Aesop’s Fables. There’s one about a dog and his master. This loyal canine brings the man his dinner every night. As those of you […]
The rise of the super bull (market)
During this latest market correction, it was shocking to see it drop so quickly. Then it suddenly hit me: We’re actually at the beginning of a new super-bull market. In […]
