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Family and Finance | on September 26, 2019 / By Independent Media Losing an Inheritance Is Easy, Because Saying No Is Hard When Elisabeth Root learned that her uncle had left her almost $1 million after his death earlier this year, she pa...
Financial and Business Planning | on September 24, 2019 / By LNWM Stock Options, RSUs and RSAs: Don’t Act Without Knowing These 3 Things Stock options are so 1990s. Restricted stock is now the most popular type of equity compensation, especially for co...
Monday Morning Mix | on September 23, 2019 / By LNWM The Monday Mix: Sept. 16 – 22, 2019 Headlines discussed at LNWM's Monday morning briefing: -- The Fed injected cash into the overnight lending (repo...
Financial and Business Planning | on September 20, 2019 / By Independent Media Defined Benefit Plans for High Self-Employment Income vs. SEP IRAs On a recent trip to LA to see some of my clients, I realized that I had reached a milestone with a few of these suc...
Investment Management | on September 18, 2019 / By David Baker The Scary Spike in Repo Rates: How Big of a Deal Is This? Yesterday and today, a spike in repo market rates had spillover effects into other short-term lending rates and mad...
Financial and Business Planning | on September 18, 2019 / By Independent Media What Retirement Means Now According to the Bureau of Labor Statistics, by 2028 there will be 43 million people 55 and older in the work force...
Monday Morning Mix | on September 16, 2019 / By LNWM The Monday Mix: September 9 – 15, 2019 Headlines discussed at LNWM's Monday morning briefing: -- Oil prices jumped about 10% as drone attacks on Saudi ...
Financial and Business Planning | Investment Management | on September 11, 2019 / By Matt Argyropoulos Smart Money Moves for Pro Athletes When you’re a professional athlete, you don’t have time for much else. And that’s especially true for things ...
Family and Finance | Trusts and Estates | on September 11, 2019 / By Independent Media Where There’s A Will, There’s Not Always An Estate Plan When I ask retirees if they have an updated estate plan in place, I get a mix of responses. Some people recognize t...