by Chris GrandeJuly 28, 2014 Blog, Downsizing, Under Age 35 Don’t Want the Burden of a Big House? Get a Smaller One! With the increasing cost of living and endless move higher in home prices, many people are choosing alternative paths to … Read More
by Chris GrandeJuly 7, 2014 Investing Diversifying Your Portfolio – For Real There are many ways to diversify a portfolio – if that is indeed the goal. But these ways aren’t all … Read More
by Chris GrandeMay 7, 2014 Financial Planning Using Put Options to Protect Yourself During Employee Stock Sale Lockouts Last night, I cam across this story via Gawker’s Valleywag: Ex Twitter Employees freaking Out Because They Can’t Sell Their Stock … Read More
by Chris GrandeMarch 18, 2014 Blog, Downsizing Homeless (by choice!) in Retirement Oftentimes, it’s young people who talk about “taking a few years off” after college (or even before or in between … Read More
by Chris GrandeFebruary 18, 2014 Financial Planning, Health Care & Insurance, Retirement Income Planning Angling the Tax Code to Make Obamacare Work for You If you’re like many people, you see the cost increases since the ACA (affordable Care Act) was put in place … Read More
by Chris GrandeFebruary 6, 2014 Asset Protection, Investing How to REALLY Diversify Risk Looking to Really Diversify Risk? Many people talk of diversification but if you want to really diversify risk, you need … Read More
by Chris GrandeFebruary 5, 2014 Video Presenting the Roth IRA This is a fun clip we created to outline a few of the benefits of the Roth IRA: Read More
by Chris GrandeDecember 2, 2013 Blog, Observations & Analysis An Advisor’s Global Perspective & How We Run the Business Across the USA (and the World) I often get asked how I manage Walnut Hill Advisors when I am often away from the office or out … Read More
by Chris GrandeNovember 11, 2013 Asset Protection, Blog Online Security Ideas for the Non-Geek I’m sure a number of our clients and readers are not tech geeks. But increasingly, they are using technology. For … Read More