Featured Articles

What is the best form of equity compensation?

Compare RSUs, ESPPs, ISOs, and NSOs to find the best form of equity compensation for you, including taxes, risks, and key decisions.

How to make mission-aligned investing work for endowments and foundations

Mission-aligned investing is better with individual stocks. See how direct ownership provides proxy voting and custom exclusions.

3 hazards of equity compensation and their solution

Equity compensation brings concentration, liquidity, and tax issues. One comprehensive financial plan can manage all three risks together.

Office building top view background in retro style colors. Manhattan buildings of New York City center - Wall street

No, this study won’t tell you how to be a successful investor

A study by Bessembinder claims to prove stock picking is a lottery. Here’s why the “only 4% of stocks win” finding misleads real investors.

8 hidden risks of passive investing

Passive investing feels effortless, but it has real risks, like concentration risk. Learn 8 passive investing risks and how to diversify.

Every sailing metaphor used in finance (that we could find)

If you’ve ever noticed that financial writing is stuffed with sailing metaphors, you’re not alone. Pundits talk about headwinds and tailwinds. Analysts warn of choppy waters. CEOs claim to be staying the course. The language

16 of the Worst Investments in History: How to Avoid the Next One

Learn from 15 of the worst investments ever, from tulips to FTX. Discover lessons to avoid costly mistakes and choose a trusted advisor.

Circular financing in AI looks a lot like 1929

Circular financing in AI mirrors investment trusts that fueled the 1929 crash. Here’s why investors should be concerned about today’s AI boom.

Rooftop solar is a fixed-income alternative yielding ~10%

Solar panels can deliver 10-20% tax-free returns, outperforming bonds without market risk. Learn about ROI, payback periods, and risks.

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