top of page
Should You Sell Shares in Your Company's Tender Offer?
Employees must understand how a tender offer works, how they will be taxed on share sales, what should drive their decision making, and how best to improve diversification with the proceeds.
Kyle Johnston, CFA
Mar 245 min read
The Fed Cut Rates.. But the 10 Year and Mortgage Rates are Rising Again?
The Fed may be cutting short-term rates, but that doesn't necessarily mean mortgage rates will follow.
Kyle Johnston, CFA
Oct 31, 20244 min read
Year-End Personal Finance Action Items
While there are only a few days left in 2022, there is still time to take actions to improve your financial setup heading into the New...
Kyle Johnston, CFA
Dec 29, 20224 min read
Managing Your Equity Compensation
Managing your equity compensation can be a burden, we can help you achieve successful outcomes.
Kyle Johnston, CFA
May 13, 20225 min read
What are the Advantages of Investing in a 529 Plan?
By saving and investing for college through a 529 plan, benefits can be realized by both the plan beneficiary and the plan owner.
Kyle Johnston, CFA
Dec 1, 20204 min read
How Can a Health Savings Account Boost My Savings?
Health Savings Accounts (HSAs) can be a great tool for many individuals looking to bolster their personal finances.
Kyle Johnston, CFA
Jul 29, 20203 min read
Your Best Chance At Long-Term Investment Success
The impact of savings rates and investment rates of return.
Kyle Johnston, CFA
May 14, 20203 min read
Student Loan Refinancing
Lowering the interest rate and lifetime cost of your student loans.
Kyle Johnston, CFA
Dec 23, 20193 min read
Understanding and Maximizing Your Credit Score
Knowing the components of your credit score is the first step to maximizing it.
Kyle Johnston, CFA
Jul 11, 20193 min read
bottom of page