In my career as a Financial Advisor in the Milwaukee, WI area I see a lot of misunderstanding about or just plain wrong understanding of the Dow 30 Index. In this post I want to discuss how it actually works, throw in a little history about it, and then discuss it's disconnect to the everyday investor.
Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.
SPACs have become a popular investment strategy, raising substantial funds in 2020. But how do SPACs work? And should you be investing in them?
September Effect, Click-Bait, Women entering retirement, 7-figure retirement, First-time homebuyers, Backdoor Roth's Legislation, Upcoming Webinar - Creating a College Savings Plan
For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.
Building multiple sources of income should be a key component of your retirement savings strategy. For eligible high-earners, an IPP may be a valuable option.