Helping you to reframe your financial decisions with foundational know-how.
The rule of 70 is a financial tool used to determine how long it will take for an investment growing at a constant rate to double in value. Financial advisors
Cash on hand is key when buying and selling real estate. The 1031 Exchange is a legislative clause that allows real estate investors to defer their capital gains tax liability
If you have extra money to invest but want to ensure that you can easily convert your investment back into cash, you may wonder what liquidity is and which investment
A successful start-up business often requires both active and silent partners. Active partners are involved in day-to-day business operations. Silent partners are typically limited partners who provide financial support to
A custodial account is a savings account at a bank or other financial institution that one person manages for the benefit of another. While many people think of a parent
An early exercisable stock option allows the employee to buy company stock before it fully vests. A private company or start-up may make this option available to its employees as
What does it mean to borrow on margin? A margin loan is a type of loan that some brokerage firms will offer that allows investors to borrow money using the
The average person changes jobs 12 times over their lifetime. If you invest in a 401K in each of the jobs, it can be challenging to keep track of where
A price-to-earnings (P/E) ratio is one measurement that investors may use to compare stock from multiple companies in the same industry. Investors also use a P/E ratio to compare a
Imagine you have just received a substantial inheritance. Whether you anticipated receiving it or it was a complete surprise, it is important to consider how you will use this gift
Financial planning is essential for ensuring that you and your loved one’s financial needs are met throughout your lifetime and beyond. While just about anyone can set up shop as
A fixed index annuity is a contract with an insurance company that enables a person to save tax-deferred money now in exchange for future income payments, generally after retiring. The
Depending on their financial goals and level of expertise, investors may choose a low-risk investment strategy to try to replicate the success of market benchmarks such as the S&P 500.
In the past, commissions and fees made direct indexing expensive and cumbersome. A direct indexing strategy or buying the individual stocks that make up an index, at the same weights
Most people have investment goals, and the path to achieving these goals is unique. What is an investment policy statement? A well-crafted investment policy statement (IPS) functions as a roadmap,
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