One benefit often available to employees of publicly-traded companies that is frequently overlooked or under utilized, is to have access to what are…

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for the coming year. …

As we come to the end of another calendar year, many people who are fortunate enough to have the ability to give to…

The taxation rules relating to selling a home are fairly simple. Be it your primary home or an investment property, the amount subject…

Inflation and interest rates… Interest rates and inflation.  Anywhere you look or listen these days, you seem to see or hear the same…

Nearly three years after the merger between TD Ameritrade and Charles Schwab was first announced, the time has finally come for all of…

I have just returned from a wonderful trip to Europe with my family. We flew to Spain, then to Germany, drove to Italy…

As we enter a summer once again, I find myself looking forward to a much needed vacation, not least because with my son…

Investing is both an art and a science, where rational decision making should ideally prevail. However, as we all know, humans are not…

Over the past eighteen months, as the equity markets have experienced downside pressure, which had become all too rare in the preceding 12…