Posts by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer
2022 Was Tough, Will 2023 Be Better for Investors?
Will 2023 be better for investors? They just suffered one of the worst investment years ever in 2022. There are reasons for hope in certain parts of the stock and bond market. We give our thoughts on the chances of a recession and path of interest rates in this opening post of 2023.
Read MoreDonating Appreciated Stock: Save On Taxes & Help Those In Need
Have a company stock that’s increasing in value? Learn how donating appreciated stock can help those in need AND decrease your taxes due. It’s a great year-end planning strategy for corporate executives who have a lot of company stock.
Read MoreThe Basics of Restricted Stock Units (RSUs) [Video]
Questions on restricted stock units? We are going to explore what RSUs are, how the grants are vested, how they are taxed, and more!
Read MoreInvesting in the 1970s
Inflation and higher interest rates are here. It’s been decades since investors have had to navigate these two headwinds. To invest successfully in the next decade, we think investors need to familiarize themselves with what investing in the 1970s was like. What worked? What didn’t?
Read MoreIs the Housing Market Going to Crash?
Mortgage rates have surged to 7%, double what they were a year ago. How is that impacting home prices? Is the housing market going to crash? We tackle these questions and provide cautionary advice to both buyers and sellers of homes.
Read MoreThe Mega Backdoor Roth IRA Strategy [Video]
What else can you save for retirement? If you’ve already tried the backdoor strategy, its time to do the MEGA backdoor Roth IRA strategy!
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