“Things Always Become Obvious After the Fact” – Nicholas Nassim Talib, Essayist, Statistician Forecasts are an important part of our daily lives. We leave the...
Navigating career and life with a strong mentor
I am privileged to have a strong mentor who supported me through career advancements and life transitions over 17 years.
How we’re adjusting portfolios for market turbulence
The war in Ukraine has created some stock market turbulence. Key questions are: What further turbulence might we expect? And how are we adjusting portfolios to match the situation?
Gifting money to family members 101
As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
Mentors taught lifelong skills like communication and finding joy
I feel lucky to have had two wonderful college advisors as mentors. Both taught me many skills that I apply daily in my personal and professional life.
After divorce checklist for finances
When a divorce wraps up, there are still plenty of financial matters to attend to. This handy list may help anyone who has “loose ends” to deal with.
Managing portfolios through a bumpy, banner year
2021 was a banner year for stocks, but it also held market and economy twists that few predicted. As writer and educator Laurence J. Peter says, “An economist...
Concentrated stock 101: Balancing risk and reward
A concentrated stock can give you the opportunity “to shoot the moon,” but it has risks. See our strategies for balancing risk and reward.
Expect higher taxable gains this year
With markets running high, your taxable gains may be higher in 2021 than usual. Don’t panic! This is a good thing if managed properly.