Posts by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer
Why Corporate Executives Need to Plan Around RMDs Now
Corporate executives in the prime of their careers might not think it’s important to think about RMDs that won’t happen until they’re in their 70s. But by not planning for future RMDs may put the executive at risk of paying unnecessarily higher income taxes in retirement. This article explains the tax risk that RMDs may cause, and highlights a strategy to lower the impact of those taxes.
Read MoreHow Will DOGE Impact the Market and Economy?
The Department of Government Efficiency “DOGE” is expected to have a significant impact on markets and the economy. For starters, it’s possible that a significant cut-back in spending will create a recession. We explore this possibility, along with other ways that DOGE could impact the U.S. budget deficit, Social Security, future tax rates, and more. Finally, we explore the potential impact of tariff wars on consumer inflation.
Read MoreDo I Own Too Much Company Stock?
Do I own too much company stock? Corporate executives have lots of opportunities to accumulate stock in their company. Stock-based compensation and employee share purchase plans are some of the ways an executive can build wealth in their employer. But how much company stock is too much? This post helps you assess exactly how much of your investments are tied to your employer, and looks at ways you can diversify your investments if you own too much company stock.
Read MoreThe Federal Budget Deficit and Fiscal Dominance
Raging fiscal deficits are back in the news ahead of the 2024 election, with talk of fiscal dominance. How does this impact investors?
Read MoreNavigating Economic Paradoxes
Stock markets and the economy face high levels of uncertainty in 2024. Many economic indicators seem to contradict each other, such as strong economic data just as markets price in aggressive policy easing by the Federal Reserve. We review the key indicators we’re watching closely to help us navigate these economic paradoxes.
Read MoreTime Horizons for Your Investment Goals [Video]
In this video, Rob breaks down what time horizons are, why diversification matters too, and how this strategy works in action.
Read More