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Insights

Charitable Giving Strategies

December 14, 2023
Read time: 4 minutes Just like that, we’re in the thick of the holiday season, also known as...
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Money in the Movies

Money in the Movies

December 14, 2023
Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies...
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Alternative Minimum Tax Explained

Alternative Minimum Tax Explained

November 30, 2023
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and...
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Incentive Stock Options Explained

Incentive Stock Options Explained

November 16, 2023
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options...
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Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.

November 3, 2023
Read time: 16 minutes As we near year-end, we are cautious about S&P 500 returns in the near...
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U.S. Macro Economy Growing, Albeit Slowly

November 3, 2023
Read time: 9 minutes On Nov. 1, the Bureau of Economic Analysis (BEA) released its first report concerning...
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10 Tax Items to Check Off Your List by Year-End

November 2, 2023
Read Time: 6 minutes As the year winds down, it’s a good time to meet with your wealth...
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How Tax-Loss Harvesting Can Offset Capital Gains

November 2, 2023
Read time: 4 minutes Investing is usually thought of as a win-or-lose affair: Either your investments make money,...
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6 End-of-Year Tax & Financial Planning Strategies

6 End-of-Year Tax & Financial Planning Strategies

November 2, 2023
As we near the end of the year, what is it that you should be doing to minimize taxes...
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RSUs, Restricted Stock and Restricted Securities

RSUs, Restricted Stock and Restricted Securities

October 19, 2023
As an executive, you probably have some type of restricted stock or security in your compensation. But what is...
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Stock Market or Market of Stocks?

October 6, 2023
Read time: 10 minutes Over my 40+ years of being involved in the business of professional investment practice,...
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Expected Recession Is Tardy—What Gives?

October 6, 2023
Read time: 10 minutes “The four most expensive words in the English language are, ‘This time it’s different.’”...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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