Blog Post by Patrick Ford
Patrick FordFebruary, 2022
Q & A: Employee Stock Purchase Plans
Are ESPPs good investments? Are you wondering if ESPPs are good investments? These plans ...
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Patrick FordJanuary, 2022
Should I Participate in My Company’s Employee Stock Purchase Plan (ESPP)?
Time to Read: 7 Minutes If you have access to an Employee Stock Purchase Plan (ESPP) at ...
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Patrick FordNovember, 2021
Sweating the Small Stuff: Getting Strategic About Paying Investment Advisory Fees
Time to Read: 4 Minutes At BWM Financial, our laser focus on giving clients a financial ...
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Patrick FordSeptember, 2021
Getting the Most from your Qualcomm Benefits Package
Time to Read: 16 Minutes At BWM Financial, we’ve helped executives, engineers, and ...
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Patrick FordAugust, 2021
Retirement Budget: Can you skip the spreadsheet for a better way?
Time to Read: 6 Minutes Creating a sizeable nest egg is just the start of successful ...
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Patrick FordSeptember, 2020
Tax Loss Harvesting: Making Tax Lemonade from Bear-Market Lemons
Time to Read: 6 Minutes Tax-loss harvesting is an investment strategy used by savvy ...
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