Single Stock- Too Much of a Good Thing

Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.

Set It and Don’t Forget It

Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.

Sequence of Return Risk

The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Round Two: Stimulus Aid Arrives

The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans. 

Planning and Puppies 101

I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.

Physicians: Debt vs Savings, Which Comes First?

Young physicians often ask, “Should I focus more aggressively on paying down my debt, or should I just do the minimum and try to save as much as possible?” That’s an excellent question, with lots of variables and layers.

One Paycheck from Ruin

Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.