Inflation affecting personal savings
By Ben Lies

Inflation Creeping into Personal Finances

Inflation creep is in full effect and it is starting to have an impact on our budgets and personal financial situations. If you have a balance on a credit card or an adjustable rate mortgage, you might be noticing changes in your payments. Higher interest rates are starting to ripple through the personal finance landscape, […]

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What's My 2022 Tax Bracket?
By Ben Lies

What’s My 2022 Tax Bracket (infographic)

Tax brackets change pretty much every year, and 2022 is no different. As we do tax planning for the upcoming year it is very important to identify where we are in the 2022 tax brackets so we know how much the marginal dollar will be taxed and if it makes sense to do things like […]

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Modern Portfolio Theory
By Ben Lies

Why Modern Portfolio Theory Still Matters

Two different belief systems serve as the basis for investment decisions: the modern portfolio theory (MPT) and behavioral finance (BF). A basic summary of the two schools of thought: the MPT focuses on the optimal state of the market, while BF is more focused on the actual state of the market. While an understanding of […]

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Restricted Stock Units (RSU)
By Ben Lies

Restricted Stock Units (RSU): Understanding Your Equity Compensation Options

When it comes to compensation, many companies are now providing equity and stock-based benefits to their employees. Each type of benefit has its own set of rules, and it’s essential to understand the nuances of each type. One form of equity-based compensation is restricted stock units (RSUs). Here’s what you need to know about this […]

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