2017 was an investor’s dream. It was one of the least volatile years in stock market history and every asset class that I can think of went up. Unless an investor was using Bitcoin’s 1,318% return as their benchmark, most …
What is NUA? (Net Unrealized Appreciation)
Do you own company stock with gains in your 401(k) or ESOP plan? If you do, it is vital that you understand a lesser known strategy of distributing that stock when you leave your job. The lower tax brackets we …
My Favorite Travel Gear
I have spent a lot of time learning what works and doesn’t work when you travel. Here are the links to the gear I travel with that I discussed in the video above. Osprey Farpoint 40 Liter– This is the …
