Year: 2012

Company Stock and NUA

Getting ready to retire?  Leaving your company? Wondering whether you should sell or roll-over your company stock?   That’s really a tax-treatment question, which means you

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The Benchmark Myth

We’ve all heard it.  We’ve all read it.  Most managers fail to match, let alone beat, the market.   Actually, it makes sense!  And, there’s a very

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