Empowering You to Live Your Best Financial Life
Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.
I Just Sold Some Stock—Now What?
You’ve finally pulled the trigger, selling a chunk of your company stock and leaving you with a pile of cash sitting in your brokerage account. What now? Now you have a pile of cash and need to know what to do with it. Let’s talk about that.
Optimizing Your Cash: Where to Put It
There are three important factors when it comes to holding cash: Liquidity, Risk of Loss, and Yield. If you are comparing alternatives and are only looking at yield, you will be giving up something in the other two areas of Liquidity and Risk of Loss.
Keep 5 Years of Net Cash Needs Out of the Market
Because we never know what the market will do in the short-term, we should not have any money invested that we plan to spend in the next 5 years.