This Wasn’t the End of the Economic Cycle – It Was a Meteor Strike In Howard Marks’ most recent memo titled “Time For Thinking,” he wrote, “a moderate recovery…Dustin BarrSeptember 15, 2020
Navigating Your Equity-Based Compensation: Restricted Stock & Restricted Stock Units Today, companies big and small are utilizing equity-based compensation packages to motivate (and retain!) their…Abby BennettAugust 26, 2020
Why are you not already working with an independent, fee-only adviser? Here is what we've heard over the years:If you’re not working with an independent, fee-only…Oliver CrossJuly 21, 2020
Incentives Are Everything If you understand someone’s incentives, you likely can predict his or her actions. Having worked…Dustin BarrJune 9, 2020
When Star Athletes and Investors Fade: The Paradox of Skill Human achievement is an amazing thing. The rate at which our society is constantly improving…Dustin BarrMay 26, 2020
Is this a buying opportunity, or should I sell? What we know (and what we don’t) Everyone on the planet is impacted by COVID-19. Our hearts go out to all the…Oliver CrossApril 2, 2020
Does history tell us that we have bottomed? “History doesn’t repeat itself, but it often rhymes.” - Unknown (often attributed to Mark Twain)…Dustin BarrMarch 31, 2020
The SECURE Act: Small Business Owners & Retirement Plans The last several years have been marked by new legislation that has substantially impacted businesses…Abby BennettJanuary 31, 2020
The SECURE Act: Individuals The Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”), passed in December 2019,…Abby BennettJanuary 30, 2020
