The #1 Thing I Wish Every CalSTRS Employee Knew [video]
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The #1 Thing I Wish Every CalSTRS Employee Knew
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Financial Blog For Busy Professionals & Impact Investors
Ask Linda: What should I do with this unexpected bonus?
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I will be receiving an unexpected bonus shortly. I want to do something smart with the money - any ideas?
Read MoreThe 3 Biggest Mistakes I see with DIY Plans [video]
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The 3 Biggest Mistakes I see with DIY Financial Plans
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Ask Linda: Gifting Stock to my Child
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I want to gift some of the concentrated stock in my brokerage account to my adult child. I am tired of managing the stock and feeling like I need to stay on top of the earnings reports, news, etc. I would rather gift it to him and have the rest of my portfolio in low-cost, diversified positions. The stock has a very low basis and will incur a large amount of long-term capital gains upon selling. What are your thoughts?
Read MoreHow to Title your Assets
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How should you title your assets? This guide will help you understand your options,
Read MoreAsk Linda: Is it safe to have all of my money at one Brokerage firm?
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I remember being told that I shouldn't keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Should I spread my money out across brokerage firms as well? How do I best keep my money safe?
Read MoreThe Stock Market and the Economy are Related, but not the Same
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The stock market had a rough 2022 with the S&P losing close to 20%. While the stock market and the economy are related and often discussed together, they are not the same thing.
Read MoreWhat to do with your Old Employer Plans [video]
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So you've moved jobs a few times, you have a bunch of old employer plans, and you don't know what to do with them. Here are your options.
Read More4 Pictures for when Markets Start Swinging
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The stock market is cyclical and subject to periods of volatility. While being told to ‘stick with your long-term investment strategy’ is simple advice, it isn’t always easy. I love incorporating these 4 pictures into meetings – here’s why.
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