I meet with a lot of executives, managers, and other highly compensated employees of publicly-traded companies, and I often spot a big red flag in their portfolios: They have lots of money tied up in the stock of the companies they work for. The buildup may have...
One of the trickiest things about personal finance is the sheer number of choices. It doesn’t matter the details of your specific situation – we all face countless decisions and each option comes with a lot of underlying complexity. Wading through choice after choice...
Last week I joined CNBC’s Power Lunch to share my views on the current market environment. Click image to watch the replay. The biggest takeaway from this interview should be the importance of having a plan in place for the next recession. I don’t believe...
Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. I’m specifically talking about permanent life insurance which provides protection for your entire life as long as you continue paying the premium and the insurer remains solvent....
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise....
