This mid-1700s advice is still relevant to you
I read Dane McDonald’s post on What matters most and was even more inspired to write this post on being lovely that’s been bouncing around my drafts folder since reading… Read more >
Investment Advice, Stockbrokers, and Financial Planners
This post was originally published in May of 2012, I’ve updated it slightly and am re-posting it since I’ve had a few people asking me about this stuff lately… There… Read more >
Charitably giving your ESPP Shares
Read the latest article on giving your ESPP shares to charity. If you have been following the series on Employee Stock Purchase Plans, you’ll likely have read You have an… Read more >
Microsoft ESPP and Annual Vesting
I’ve had a few people ask so wanted to post something for everyone – especially considering I have a lot of content around selling covered calls such as: You Have An Employee… Read more >
Reporting ESPP taxes
Read the latest on managing your ESPP tax reporting. I know taxes are due any day now and you are wondering what the heck to do with your ESPP tax… Read more >
Funds vs. Market
Stock Market growth has been tied to mutual fund growth since the late 1980s when Mutual Funds began to take over as the primary investment vehicle for individual investor’s retirement… Read more >
ESPP Dividend Reinvestment
I have had a few readers ask about the difference between two key strategies inside of an ESPP – Selling Covered Calls and Dividend Reinvestment. I haven’t really covered Dividend… Read more >
Investor Training
I have a few more in the Investing Lessons from Venture Capitalists in the works and will post them in the coming weeks. Of course anyone interested in investing in… Read more >