Financially Speaking Blog
Going Public: How Are Direct Listings Different
An initial public offering (IPO) is the first public sale of stock shares by a private company. IPOs are important to the financial markets because they help fuel the growth…
Talk Money Before You Walk Down the Aisle
This month, we discuss what you need to know about money and marriage – specifically, what you need to know about paying for a wedding and what financial strategies you…
Company Stock and Your Retirement Strategy
The opportunity to acquire company stock – inside or outside a workplace retirement plan – can be a lucrative employee benefit. Your compensation may include stock options or bonuses paid…
Taxes in Retirement
When it comes to retirement planning, it’s only natural to be consumed with big picture items like finding the ideal community, whether to stay in your current home or downsize,…
International Investing: Opportunity Overseas?
For the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large part to the stronger U.S. recovery after the Great Recession. In general, U.S.…
Over-Looked Tax Breaks for Retirees
Preparing for taxes in retirement is one financial strategy move you can make to help keep more money in your pocket. And, to that end, there are several often-over-looked tax…