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March Market Commentary: In Like A Lamb, Out Like a Lion?

Fed hikes and a yield curve inversion signal volatility; stay long-term.

Wealth Management Tips

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Market Commentary

June Market Commentary: Lions and Tigers and Bears, Oh My

Strong data delays recession fears, but Fed rate hikes risk a bear market

Stock Option Strategy

Are Fed Actions Working? Parsing the New Data

Inflation peaked slightly as Fed actions risk pain for a soft landing.

Wealth Management Tips

Changing Jobs: What Happens to Your 401(k)?

Decide whether to roll over, consolidate, or convert your old 401(k).

Market Commentary

May Market Commentary: The Fed Owned It, But Can They Control It?

Effective tax strategies for tech workers to

Wealth Management Tips

Monroe Wealth Management Portfolio Allocations & Insights 5/18/22

Trim equity weight, favor defensive sectors, and add TIPS for safety.

Stock Option Strategy

Navigating Employee Stock Purchase Plans

ESPPs offer discounted company stock; track your mix to avoid concentrati

Stock Option Strategy

Stock Options: An Owner’s Manual

Understand your option types, vesting, and taxes to maximize wealth.

Stock Option Strategy

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.

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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