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Stop Avoiding Decisions on Equity Compensation: Part II — Early Stage and Pre-IPO
Stop Avoiding Decisions on Equity Compensation: Part II — Early Stage and Pre-IPO
You can read Part I here….
Bob Dockendorff, JD, LLM
Apr 2, 2019
How to Avoid Bad Financial Decisions
How to Avoid Bad Financial Decisions
Charlie Munger is Warren Buffet’s right-hand man.
Bob Dockendorff, JD, LLM
Feb 8, 2019
Obligatory Investment Outlook (2019)
Obligatory Investment Outlook (2019)
Just a Quick Note on Annual Investment Outlooks…
Bob Dockendorff, JD, LLM
Jan 14, 2019
Effective Financial Planning for Young Professionals
Effective Financial Planning for Young Professionals
There are two stages of retirement planning — accumulation and distribution. Accumulators are those still working (and who we’ll discuss…
Bob Dockendorff, JD, LLM
Dec 28, 2018
One Fund for Equities. A Viable Approach?
One Fund for Equities. A Viable Approach?
A few months back I listened to a very popular podcast for financial advisors, where the guest was an advisor that experienced great…
Bob Dockendorff, JD, LLM
Dec 14, 2018
HSAs Part II: Funding Hacks, Resources, and Smart Healthcare Decisions
HSAs Part II: Funding Hacks, Resources, and Smart Healthcare Decisions
I’ve already explained the economic and tax advantages of HSAs. Now, let’s talk about how to optimize HSA funding with an IRA rollover to…
Bob Dockendorff, JD, LLM
Dec 4, 2018
Human Advisors Are Irreplaceable (For Now)
Human Advisors Are Irreplaceable (For Now)
Competent investment management is a commodity service — and this is no secret. For the past decade, institutional and retail investors…
Bob Dockendorff, JD, LLM
Nov 14, 2018
Why You Should Consider the HDHP/HSA During this Benefits Season
Why You Should Consider the HDHP/HSA During this Benefits Season
Nobody likes paying high premiums for family health insurance coverage. If premiums seem very high, it’s because they are. In fact, the…
Bob Dockendorff, JD, LLM
Oct 15, 2018
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