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Clear thinking for Complex Compensation
The Monroe Finance Blog is a hub for in-depth studies and analysis on all facets of finance, ranging from innovative strategies on raising capital to detailed coverage of new finance trends and technologies.
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Featured Blog
March Market Commentary: In Like A Lamb, Out Like a Lion?
Fed hikes and a yield curve inversion signal volatility; stay long-term.
April 11, 2022
Wealth Management Tips
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Market Commentary
June 6, 2022
June Market Commentary: Lions and Tigers and Bears, Oh My
Strong data delays recession fears, but Fed rate hikes risk a bear market
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Stock Option Strategy
May 19, 2022
Are Fed Actions Working? Parsing the New Data
Inflation peaked slightly as Fed actions risk pain for a soft landing.
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Wealth Management Tips
May 19, 2022
Changing Jobs: What Happens to Your 401(k)?
Decide whether to roll over, consolidate, or convert your old 401(k).
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Market Commentary
May 19, 2022
May Market Commentary: The Fed Owned It, But Can They Control It?
Effective tax strategies for tech workers to
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Wealth Management Tips
May 19, 2022
Monroe Wealth Management Portfolio Allocations & Insights 5/18/22
Trim equity weight, favor defensive sectors, and add TIPS for safety.
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Stock Option Strategy
May 5, 2022
Navigating Employee Stock Purchase Plans
ESPPs offer discounted company stock; track your mix to avoid concentrati
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Stock Option Strategy
April 4, 2022
Stock Options: An Owner’s Manual
Understand your option types, vesting, and taxes to maximize wealth.
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Stock Option Strategy
March 30, 2022
Reducing the Tax Impact of Equity Compensation: The 83(b) Election
File 83(b) within 30 days to tax stock at grant and cut future bills.
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Wealth Management Tips
February 28, 2022
A Note on the Invasion of Ukraine
War in Ukraine sparks volatility; stick to your plan and wait for data.
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