4 Reasons You May Want To Use SMAs & Direct Indexing (Separately Managed Accounts)
https://www.podbean.com/media/share/pb-kixhf-12b7c75 Mark discusses the four main reasons you may want to use an SMA: Taxes Taking Your Own Tilt /
Author: Mark Struthers CFP®, CFA
Fee-Only Fiduciary Planner
Choosing A Trade School Over A Four-Year Degree – A Talk With A Parent
https://www.podbean.com/media/share/pb-ak6rg-12af1e6 Mark speaks with a real-life parent and discusses her son’s choice to attend a trade school. No one doubts
Pack Your 529. Get Your 529 Ready To Go To College.
https://www.podbean.com/media/share/pb-k7jhy-129bfba Is Your 529 Plan Packed? Getting Your 529 Plan Ready For College. (Please Forgive The Sound – We Were
NSOs vs. RSUs – How to make a good equity compensation choice
https://www.podbean.com/media/share/pb-ebfi9-127e00a Shownotes: Takeaways More companies are giving employees a choice between NSOs (Non-Qualified Stock Options) and RSUs (Restricted Stock Units).
Luck & Retirement – Retiring Before A Lost Decade
https://www.podbean.com/media/share/pb-2pbr9-126fab7 The Architecture of Wealth Shownotes: Could retiring in the 2020s be as bad as retiring in the late 60s?