Gifting Money to Family (Is It Taxable?)
It’s giving season! Giving Tuesday is a day set aside to be generous toward the non-profit organizations in our communities. Besides the obvious blessing of giving money to worthy [...]
How Much Wealth Do You Need to Make Work Optional?
Retirement, financial independence, work-optional—whatever you call it—we all are working toward some version of the same goal. How do we measure progress? How much wealth does one need to [...]
Stocks: Not That Simple
According to financial research firm Dalbar, the average investor is below the median when it comes to their investment returns. From their 2020 study on investor behavior, the average [...]
Why Do Stocks Go Up?
You invest in stocks because you believe their value will increase over time; but have you ever wondered why they go up? If you know the answer it will [...]