Insights
Plain-language writing on investing, planning, taxes, and equity compensation — the questions clients actually ask, answered without the jargon.
Where you invest matters almost as much as what you invest in. Certain accounts come with built-in advantages, such as employer contributions, purchase discounts, tax-free growth, and favorable tax treatment for education savings. The list below ranks five common accounts by priority, so you know where your next available dollar should go.
Read the articleMy first employer and its stock performance
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Read the articleOwning an S&P 500 index fund means owning 500 companies. Because the index is weighted by market value, it does not mean owning them in anything like equal measure.
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