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February 26, 2014 in Investing, Money Management, Tax Management
Part I: Building Blocks for Your Life’s Goals Building your dream home involves countless moving parts: architectural blueprints, plumbing and electric, interior design, landscaping, city permits and more. Few would face such a daunting task without an experienced general contractor to ensure that each piece has been individually addressed as well as properly fitted into the whole. And yet, when it comes to their money, most families wind up with a hodge-podge...

June 26, 2013 in Investing, Money Management, Tax Management
When it comes to buying or selling your home, most of us already know that the price depends on three things: location, location, location. Asset location is a similar, if less familiar rule that applies to your investments. By managing asset location within your portfolio, you are able to keep as much of your money as possible – even after taxes take their cut. Given how deep that cut can...

March 13, 2013 in Company Stock Plans, Corporate Executives, Investing, Restricted Stock, Stock Options, Tax Management
Especially when it comes to company stock plans, acronyms abound. Someday, I’m going to invent a secret decoder ring that translates each one into something approaching English. I’ll make a bazillion dollars and retire. In the meantime, let’s decode one important acronym that can sometimes spell confusion for busy professionals: Restricted Stock Units (RSUs). RSUs, Decoded Many corporate executives and valued employees may be receiving vested RSUs around this time of year....