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Equity Compensation – The Basics

Equity Compensation – The Basics

EQUITY COMPENSATION – THE BASICS Welcome to the Equity Compensation series!  Maybe you are brand new to receiving equity compensation or have been receiving equity compensation for years but want to get a better understanding of it and how it ...

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Visit Forwardthinkingwm.com for New Content

Visit Forwardthinkingwm.com for New Content

Thanks for visiting my blog to check out my articles and thoughts.  As of March 20th I will only be posting my articles on the INSIGHTS section of my main site, forwardthinkingwm.com.  Please hover here and click on the link ...

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Required Minimum Distributions (RMDs) – Quick Primer

Required Minimum Distributions (RMDs) – Quick Primer

Let’s tackle one of everyone’s favorite and most confusing retirement topics – the good old RMD.  RMD stands for Required Minimum Distribution.  This is when Uncle Sam says it is time for you to pay some taxes on all these ...

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Remoras, Cormorants and Portfolio Drag

Remoras, Cormorants and Portfolio Drag

You might have thought it was time for spring break, but school is in session today.  For today’s lesson we are going to be covering biology and some basic math.   Are you familiar with a remora?  Just in case, ...

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Investing with a Purpose – ESG and SRI

Investing with a Purpose – ESG and SRI

For over a year I have been trying to determine if and how I should start offering ESG and SRI investing choices for clients.  Well, I have decided to go ahead and offer these options as part of what I ...

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Second Anniversary Thoughts

Second Anniversary Thoughts

It’s that time of year again – my anniversary for Forward Thinking Wealth Management.  I did not realize it until I started getting some comments via LinkedIn.  Similar to last year, I figured I would share a bit of what ...

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FTWM Educational Video Series

FTWM Educational Video Series

I mentioned some time back how I was rolling out videos.  I am not built for videos as I have a face for radio and a voice for written word, but I still did a few.  The approach with doing ...

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Hello Volatility, My Old Friend

Hello Volatility, My Old Friend

Well, that was another interesting week in the market.  It seems our old friend volatility has returned.  It has been nearly two years since we have seen real volatility and it sure returned in a vengeance.  I saw one piece ...

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Health Savings Accounts – Retirement Secret Weapon

Health Savings Accounts – Retirement Secret Weapon

Health Savings Accounts (HSAs) have been around for some time.  These accounts have a bit of a bad reputation as qualifying means you are in a high-deductible health insurance plan (HDHP).  However, beyond having higher deductibles these types of accounts ...

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Ugly Week Market Thoughts

Ugly Week Market Thoughts

First, I really do not like sending out these types of emails.  I do them when I think it is necessary.  Hearing from me twice a week is usually more than enough for most people and you already heard from ...

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