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The Equity Compensation Guidebook

Jun 9, 2022

The focus today is going to be on taxes. You have more control over your taxes than you think. A big portion of my practice is centered around taxes and being tax smart. This does not mean doing anything illegal or even questionable. It simply means taking advantage of opportunities to not tip Uncle Sam and we do...


May 25, 2022

We've seen the market give up quite a bit of gains this year. Maybe after the last decade plus of great years we’ve forgotten that the market can go down. Who knows if we will end the year negative, but right now, things are looking good for those accumulating assets. Not so much for those in retirement or...


May 5, 2022

In today's episode, I want to talk about a bucket retirement strategy I use with my clients. No, I'm not talking about pickle buckets, which I promise I will explain at the end. We've seen some serious volatility this year in the market. We haven't seen this sort of swing in roughly 15 years. If you're looking too...


Apr 20, 2022

On this week's episode I want to talk about fees. It's a huge issue within my world. More importantly, it's an even even bigger issue in the lives of clients. Fees can take the form of sales commissions, percentage of assets that an advisor manages, hourly fees and more. It's confusing and it's why I operate under a...


Apr 6, 2022

On this week's episode, we're going to talk about some important things everyone with equity compensation should be doing, at least in my humble opinion. I've titled the episode, the biggest mistakes to avoid because negative titles get more clicks, however, I don't like the negative approach. The approach I will be...