Broker Check


Wednesday, January 3, 2024

Here's a quick summary of 2023 and of the last 10 years

Thursday, December 7, 2023

There is still time this year to make smart decisions with your company stock or stock options.  Let’s look at the 2 most common types, RSUs and ISOs

Tuesday, October 17, 2023

The purpose of tax planning is to minimize taxes for the current tax year and/or over your lifetime, and best time is during the last few months of the year. 

Tuesday, September 19, 2023

Benefits of a Tax-Efficient Distribution Strategy

Wednesday, September 13, 2023

Capital Gains tax rates are usually lower than ordinary income tax rates- but they do affect each other