Author: Jarrett B. Topel

How to enjoy an $18 Mai-Tai

As a financial advisor1, I often hear people express a common sentiment that goes something like this: “I want to...

Even Mr. Spock Could Use a Financial Plan

As I worked towards my undergraduate degree in finance, then my Certified Financial Planner® designation, and finally my Masters in...

The Time Is Now

The recent end of the school year has brought about a lot of change in our house, with our daughter...

Avoiding Tax Paralysis (The Importance of Tax Diversification)

I’ve never understood why there exists in most American’s minds, such a negative association with paying taxes (as in “death...

How To Get The Most Out Of Your Stock Options And Grants

As seen on NASDAQ.com: http://www.nasdaq.com/article/how-to-get-the-most-out-of-your-stock-options-and-grants-cm365367#ixzz39k8m7SfU In the five years since the height of the last recession, the market has seen...