US stocks closed higher and Treasuries slid as investors picked through another batch of solid economic data to find different takeaways,...

I was asked by the Wealth Management magazine to share my opinions on why clients nowadays are more concerned with portfolio performance...

My experiences and thoughts on how climate change can impact personal finance were shared on Yahoo Finance. Click here to read the full...

The cooling U.S. housing market makes U.S. real estate more attractive for foreign cash buyers. Sometimes it only takes foreign cash...

The U.S. posted its largest trade deficit on record last year, as global demand weakened amid high inflation, climbing interest rates,...

U.S. stocks jumped Wednesday, erasing earlier losses, after the Federal Reserve said it had approved raising interest rates by a quarter...

How to handle your RSUs may not be a concern for the past decade when the stock prices in the industry were almost always increasing. Now...

Companies’ hiring plans suggest that the economy remains robust for now. Total labour supply (people who have or are seeking jobs) is...

I was asked by Investor's Business Daily to share my thoughts on financial planning during the current real estate market dip. To read...

Retail spending fell in December at the sharpest pace of 2022, marking a dismal end to the holiday shopping season as rising interest...

The recent Tesla price cut had brought much attention to the tax credits for clean energy. Below are some of the energy incentive tax...

The World Bank sharply reduced its forecast of world economic growth this year, to 1.7%, which would be the third-weakest pace in nearly...

More than two-thirds of economists at 23 major financial institutions expect the U.S. to have a downturn this year (Source: The Wall...

January January 1st Updates in Social Security, Medicare, and Inflation-Adjusted Federal Income Tax Bracket, and Retirement Account...

The new year starts as quickly as the last one ends. You’re now on your way to moving forward with your future so make sure your...

Anyone can call themselves a financial advisor. Only those who have met the CFP Board's high standards for certification can call...

Recently a prospective client asked me why I chose the RIA model instead of working as a financial advisor in a wealth management firm or...

Many prospective clients already have investment portfolios prior to contacting me. For younger clients, this could be a few stocks that...

When most people are first beginning to think deeply about their finances, they tend to focus on their investment portfolios to the...

Many of my clients are tech employees who have been rewarded with Restricted Stock Units (RSUs) as a part of their total compensation....