As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. This article done by Dimensional Fund Advisors, one of our strategic partners, reinforces the benefits of global diversification. Enjoy reading!
10 Tax Planning Opportunities Before Year-End For Individuals
The tax due date of the current year is in April of the following year. However, when it comes to tax planning, you should not wait until then. Tax planning is different than tax preparation which I covered in my previous blog post here. There are some tax planning opportunities you can only take advantage of before December 31. This week I will only cover individuals. Business owners will be covered in a different post.
5 Things You Need To Know About Non-Qualified Stock Options (NSOs)
We have covered Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPPs) before. This week I will talk about another type of stock compensation - Non-Qualified Stock Options (NSOs or NQSOs).
What Core Values A Good Financial Planner Provides?
What does a financial planner do in your mind? Investment planning? Tax planning? Insurance planning? Retirement planning? Estate planning? Yes, those are some of the specific services a financial planner can offer. However, what are the real values a financial planner typically provides behind those services? This week I would like to share with you one of the best descriptions of the key value propositions that a good financial planner provides from Mitch Anthony. It articulates what you should expect from a good financial planner.