by Joni Lindquist | Mar 6, 2018 | Financial Planning, Life Planning
By Joni Lindquist The human brain is amazing. Yet we still are learning about how it really works. In his book, Thinking, Fast and Slow, Daniel Kahneman outlines in simplistic terms how our complex brain works and in doing so gives us an understanding of how it can...
by Joni Lindquist | May 16, 2016 | Financial Planning, Investments
By Joni Lndquist Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years, having a large position in a single stock carries...
by Matt Starkey | May 9, 2016 | Financial Planning
By Matt Starkey What is it? A stock plan is a form of employee compensation that provides you with either stock or an amount of cash that is based on the performance of your employer’s stock. There are numerous types of stock plans that your employer can offer,...
by Lauren Hinds | Sep 30, 2015 | Financial Planning, Investments
By Patrick Amey Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to...
by Matt Starkey | May 28, 2014 | College Funding, Financial Planning
By Matt Starkey Let’s face the harsh reality: It’s going to take a boatload of money to pay for four years or more at a top-flight college or university. According to the latest figures released by the College Board, the ever-rising cost of higher education continues...
