On Tuesday, March 4, 2025, the Trump Administration imposed sweeping tariffs against the country’s three biggest trading partners: 25% tariffs on imported goods from Canada and Mexico and 20% tariffs… Read More
investing
Client Question: How Can I Give My Kids a Head Start on Investing?
The earlier you start investing, the better. You’ve heard this advice before, and hopefully it’s helped you make some smart financial moves. But there’s one group that may not yet… Read More
Equity Compensation: Big Opportunities, But Beware the Risks
We all like hearing that we’re good at our jobs. It’s nice when kudos from your employer come bundled with dollar signs, or when a company backs up the cash… Read More
Taxes, Trash, Toilets, and Tenants: Is Rental Property a Good Investment?
We hear it often. “Buy real estate as a great investment for your money.” Is that good advice? Let’s take a look at some of the considerations. Taxes and Toilets…. Read More
How Investment Fees and Expenses Work
How Fees Work: There are three types of fees associated with mutual funds that are charged to the investor: Expense ratios: All mutual funds have expense ratios, which range from… Read More