Investments

Hacks for Your Health Savings Account

By Melissa Joy, CFP®, CDFA® / May 10, 2022

More often in recent years, we have found ourselves talking to clients about the value of a Health Savings Account (HSA). HSAs can be a valuable tool to help prepare for […]

Understanding your Restricted Stock Units (RSUs)

By Melissa Joy, CFP®, CDFA® / April 11, 2022

Restricted Stock Units (RSUs) are a form of equity compensation that can be provided by an employer. RSUs vest over time and allow an employee to receive shares of the […]

Tax Loss Harvesting – A Guide for Making the Most of a Down Market

By Melissa Joy, CFP®, CDFA® / March 10, 2022

As an investor, the new year has reminded us of the sometimes difficult feelings that come with a down market. Reminding ourselves of the normality of market fluctuation can be […]

Five Questions To Ask When Stocks Are Down

By Melissa Joy, CFP®, CDFA® / January 24, 2022

The year is off to a volatile start, with January looking like the worst month for the United States stock market since March of 2020. In this article, we will […]

Should I Buy I Bonds Now?

By Melissa Joy, CFP®, CDFA® / November 18, 2021

With inflation soaring, the popularity of a little-known treasury program for small investors, Series I Savings Bonds, is coming into focus. The I Bond is linked to an interest rate […]

Utilizing your NQSOs to Help you Meet Your Goals

By Melissa Joy, CFP®, CDFA® / November 2, 2021

Non-Qualified Stock Options (NQSOs) are a form of equity compensation that can be offered by an employer. NQSOs provide an opportunity for employees to participate in the company’s appreciation over […]