Monthly Archives: December 2015

Concentrated Stock Positions: Considerations and Strategies. By John Jastremski

Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years, having a large position in a single stock carries unique … Continue reading

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT | Tagged , , , , , , , , , | Comments Off

529 College Savings Plans. By John Jastremski

Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans changed the world of retirement savings a few decades ago, 529 college … Continue reading

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT | Tagged , , , , , , , , | Comments Off

Weighing the Choice between Taxable and Tax-Free Bonds. By John Jastremski

If you’re considering the purchase of an individual bond or even a bond mutual fund, one of your first concerns will be its yield. However, when comparing various yields, you need to make sure you’re not comparing apples to oranges. … Continue reading

Posted in Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets | Tagged , , , , , , , , , | Comments Off