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There are many great articles explaining how Employee Stock Purchase Programs work, but this post focuses on how to evaluate your ESPP ...

Cash is king.  Everyone has heard this before, yet it’s so easy to take for granted.  All it takes is one pandemic, one missed opportun...

The "framing effect" is the principle that our choices are influenced by the way they are "framed," or presented to us, often by the me...

The world of financial services is sprawling, and like other professions such as  law or medicine, has a large core of generalists surr...

If a penny saved is a penny earned, then strategies for managing losses, fees and taxes should be core undertakings of growing your wea...

The primary retirement account type for employees of non-profit organizations including schools, libraries and hospitals is called a 40...

Did you know that capital gains and qualified dividends have their own (and more favorable) tax schedule?Are you aware that capital...

One for the Money…If a penny saved is a penny earned, then strategies for managing losses, fees, and taxes should be core undertaki...

It’s when and how that lead to the benefits of tax-free growth, income, and legacy planning.The general rule of thumb for the Roth ...

Matt and Aaron Merriman of Lujan/Merriman Development Group discussing current market conditions and opportunities that will be created...