The “profession” of financial planning

The field of financial planning has existed for almost 50 years. It emerged when a small group of advisors working for banks, brokerage firms and insurance companies decided to band together to provide planning services to their clients rather than just selling them...

Selling Your Nike Options

The tax legislation that became law in December 2017 reduced the mandatory federal income tax withholding on certain types of compensation, including non-qualified stock options (NQSOs), restricted stock units (RSUs) and cash bonuses, from 25% to 22%. If you’re a...

C.R.A.D.L.E. your investments

Since second quarter performance results were made available last week, we’ve received a few inquiries from clients asking about investment returns. Some have been surprised at the returns since the beginning of the year. These inquiries provide an opportunity to...

Mild inflation has returned

After attempting for several years to coax inflation back up to 2% in the US economy, the Federal Reserve has finally succeeded. The Commerce Department reported last Friday that consumer prices were 2.3% higher in May than they were the year before. Core inflation,...