Insights
Home » Insights

Rooftop solar is a fixed-income alternative yielding ~15%
Fixed-income investors face a challenging environment. Traditional bonds struggle to keep pace with inflation. Meanwhile, residential solar panels can quietly deliver double-digit returns for homeowners who view them through an investment lens. A solar installation

Hidden mutual fund fees to avoid
Many mutual fund investors pay more in fees than they realize. These costs come directly out of investment returns, reducing an 8% gain to 7% or less. The difference compounds over time, significantly affecting long-term

Tax planning for equity compensation in 2025
Equity compensation has become a cornerstone of modern employment packages. Yet most people struggle with the tax implications. The rules are complex. The stakes are high. Poor planning can cost thousands of dollars. The 2025

Tax planning for equity compensation in 2025
Equity compensation has become a cornerstone of modern employment packages. Yet most people struggle with the tax implications. The rules are complex. The stakes are

Financial planning for working multiple jobs (aka overemployment)
The rise of remote work has created new opportunities. Some professionals now work multiple jobs simultaneously. The “over-employed” movement has gained attention online. People share

Hidden mutual fund fees to avoid
Many mutual fund investors pay more in fees than they realize. These costs come directly out of investment returns, reducing an 8% gain to 7%
How to invest when you have RSUs
3 hazards for employees with stock-based compensation
What is the best form of equity compensation in 2025?
Private equity is coming to 401(k) plans. Beware 5 hidden risks.
5 hidden risks of target date funds
7 hidden risks of passive investing
Financial Advisor Hidden Costs: Avoid Double Fees

Rooftop solar is a fixed-income alternative yielding ~15%

Hidden mutual fund fees to avoid

Private equity is coming to 401(k) plans. Beware 5 hidden risks.

5 hidden risks of target date funds


Tax planning for equity compensation in 2025

What the best investors studied in college

How to invest when you have RSUs
