Tag Financial Planning
Market Outlook December 2017
Market Outlook December 2017 As we approach 2018, it‘s time to reconcile the past 365 days of 2017. We are sending off a very exciting and tempestuous year. The stock market is at an all-time high. Volatility is at a…
6 Saving & Investment Practices All Business Owners Should Follow
In my practice, I often meet with small business owners who have the entire life savings and family fortune tied up to their company. For many of them, their business is the only way out to retirement. With this post,…
End of Summer Market Review
End of Summer Market Review Happy Labor Day! Our hearts are with the people of Texas! I wish them to remain strong and resilient against the catastrophic damages of Hurricane Harvey. As someone who experienced Sandy, I can emphasize with…
10 ways to grow your savings during medical residency
As someone married to a physician, I happen to have many friends in the medical field. Most doctors have to go through a brutal residency program. The medical residency takes between three and five years. Residents have a hectic working…
5 Myths and One True Fact about passive investing
The passive investing in ETFs and index funds has experienced a massive influx of money in the past ten years. The US ETF market is quickly approaching $3 trillion in assets under management. As of March 29, 2017, the total…
Top 5 Strategies to Protect Your Portfolio from Inflation
Protecting Your Portfolio from Inflation The 2016 election revived the hopes of some market participants for higher interest rates and higher inflation. Indeed, the 10-year Treasury rate went from 1.45% in July to 2.5% in December before settling at around…
Municipal Bond Investing
What is a Municipal Bond? Municipal bond investing is a popular income choice for many Americans. The muni bonds are debt securities issued by municipal authorities like States, Counties, Cities, and related businesses. Municipal bonds or “munis” are issued to…
14 Effective ways to take control of your taxes
In this blog post, I will go over several popular and some not so obvious tax deductions and strategies that can help you decrease your annual tax burden. Let’s be honest. Nobody wants to pay taxes. However, taxes are necessary…
Incentive Stock Options
What is an Incentive Stock Option? Incentive stock options (ISOs) are a type of equity compensation used by companies to reward and retain their employees. ISOs have more favorable tax treatment than non-qualified stock options. While similar to NQSOs, they…
Non-Qualified Stock Options
What are Non-qualified stock options? Non-qualified Stock Options (NSOS) are a popular type of Employee Stock Options (ESO) and a favorite tool by employers to reward and retain workers. NSOs are a contract between the employee and the employer giving…
11 Effective financial strategies for business owners
Eleven ways to boost and protect your wealth Small and mid-size businesses are the backbone of the US economy. Entrepreneurship and creativity have been moving the American economy for centuries. In fact, the US has one of the best grooming…
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