Short Articles About Finance-Related Topics

All Archives

• 2021
  • What is a Roth Conversion and How Will it Benefit Me? (Insights)
  • What Does Retirement Look Like Across States? (Insights)
  • "Guinness" - July 2021 (Commentary)
  • Take the 529 (Insights)
  • Employee Stock Purchase Plan (ESPP) (Insights)
  • Money Physics (Insights)
  • She’s Free - April 2021 (Commentary)
  • Life Insurance: Outsourcing of Risk (Insights)
  • Leaving an IRA to a Charitable Remainder Unitrust (Insights)
  • When Elephants Fly – January 2021 (Commentary)
• 2020
  • What is AMT (Insights)
  • Alternative Minimum Tax (AMT) Credit – How do I get it back? (Insights)
  • Is now a good time to exercise Procore Non-Qualified Stock Options (NQSOs)? (Insights)
  • Flatten the (Tax) Curve (Insights)
  • Baked In (Insights)
  • Compassionate But Clinical (Insights)
  • (Hu)man vs. Nature - October 2020 (Commentary)
  • Election 2020 (Insights)
  • Should You Defer Taxes in 2020? (Insights)
  • Charitable Gifting Strategies (Insights)
  • The Jagged Journey - July 2020 (Commentary)
  • Tax Calendar Guidelines (Insights)
  • Sheltered In Place - April 2020 (Commentary)
  • Has the World Gone Mad? (Insights)
  • An Appetizing Year - January 2020 (Commentary)
• 2019
  • A Brief Overview of Federal Income Taxes (Insights)
  • Can Two Wrongs Make a Right? (Insights)
  • Ancient Greek Investment Advice (Insights)
  • It's Just a Shot Away - October 2019 (Commentary)
  • Diversification or Di-WORSE-ification (Insights)
  • Who is the Real Cassandra - July 2019 (Commentary)
  • Full Cycle - April 2019 (Commentary)
  • Shaken, not stirred - January 2019 (Commentary)
• 2018
  • The Answer is Blowing in the Wind - October 2018 (Commentary)
  • Yanny vs. Laurel - July 2018 (Commentary)
  • Confessions of a Financial Geek - April 2018 (Commentary)
  • Market Commentary - January 2018 (Commentary)
• 2017
  • Tax Reform and Charitable Giving (Insights)
  • Market Commentary - October 2017 (Commentary)
  • Market Commentary - July 2017 (Commentary)
  • Market Commentary - April 2017 (Commentary)
  • Market Commentary - January 2017 (Commentary)
• 2016
  • Market Commentary - October 2016 (Commentary)
  • Market Commentary - July 2016 (Commentary)
  • Market Commentary - April 2016 (Commentary)
  • Market Commentary - January 2016 (Commentary)
• 2015
  • Market Commentary - October 2015 (Commentary)
  • Market Commentary - July 2015 (Commentary)
  • Market Commentary - April 2015 (Commentary)
  • Market Commentary - January 2015 (Commentary)
• 2014
  • Market Commentary - October 2014 (Commentary)