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“Should I Sell This Stock Because It Has A Long-Term Capital Gain?”
Click the following button to listen to the Do More With Your Money Podcast episode on your desired platform: Apple...
Four Tax Planning Tips For 2021
We'll start with the ever-important disclaimer that this blog post is not intended to be tax advice, and you should consult with your tax professional regarding your particular situation before considering any of the tips discussed 🙂 Before we get into the tips, it's...
The Number One Element In Making Work Optional
On this Do More With Your Money podcast episode, I'm going to share with you the number one element in making work optional. The path to both building and maintaining financial independence is built on this crucial concept. The earlier you can master it and build it...
Diamond Hands
One of my favorite sayings in investing is, "no pain, no premium." Corey Hoffstein popularized this phrase in his commentary, "No Pain, No Premium," where he discusses the limits of diversification and how ultimately, without risk, there should be no expectation of...
Should You Be Worried About An ‘Epic’ Stock Market Bubble? ?️
On this Do More With Your Money podcast episode, I discuss if you should be worried that the stock market is in an 'epic' bubble. Whenever someone claims a stock market bubble or bottom, it's crucial that you take it with a grain of salt and always defer to your...
Strategies To Consider When You’re Highly Concentrated In Unvested Employee Stock
What strategies should you be considering when a large portion of your net worth is tied up in unvested employee stock compensation? As with any financial planning situation, the first step is to have a clear picture of your overall net worth. Although your employee...
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