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Equity Compensation Fundamentals - RSA, RSU, ESPP and stock options
administrator
September 25, 2026
Asset Allocation, Financial Assessment, Financial Coaching & Education, Financial Planning, Investment Advisory Services, Retirement Planning, stockmarket

Equity Compensation Fundamentals

Equity Compensation Fundamentals. This content covers basics about RSA, RSU, ESPPs, stock options – this is fundamental information for educational purposes. Reach out to BlueAris for any questions or further
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administrator
March 26, 2026
Asset Allocation, Financial Assessment, Financial Coaching & Education, Financial Planning, Investment Advisory Services, Retirement Planning, stockmarket

How to Prepare for Retirement- make your money last

How to Prepare for Retirement- make your money last . This video will cover how to prepare for retirement and how to make your funds/money last- it will share strategies
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administrator
October 30, 2025
Asset Allocation, Financial Assessment, Financial Planning, Investment Advisory Services, Retirement Planning, Retirement Planning, Risk Assessment & Management, Tax Planning

10 Financial Actions before year end 2025!

Read the article or see the video. Don’t forget to subscribe
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administrator
May 14, 2025
Asset Allocation, Cross Border Advisory, Estate Planning, Financial Planning, Investment Advisory Services, Tax Planning

Cross Border Coaching. Americans in the UK remotely, British in the US. Residency & Domicile. Reporting Requirements.

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administrator
May 12, 2025
Asset Allocation, Estate Planning, Financial Planning, Retirement Planning, Retirement Planning, Risk Assessment & Management

What is Estate Planning. what does it entails.

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administrator
April 7, 2025
Asset Allocation, Financial Coaching & Education, Financial Planning, Investment Advisory Services, stockmarket

Tariffs and its impact on the stock market-what to do

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administrator
March 16, 2025
Asset Allocation, Financial Assessment, Financial Coaching & Education, Financial Planning, Investment Advisory Services, Retirement Planning, Risk Assessment & Management, stockmarket

March Market Correction and Downturn – What to do?

March Market Correction and Downturn – What to do?
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administrator
December 25, 2024
Asset Allocation

Behavioral Finance and the Financial Markets

Originally this blog was written in 2010, I’ve modified and reposting it due to recent conditions in Financial Markets Behavioral Finance is a sub field of Behavioral Economics that mainly
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blue-aris effect
administrator
February 18, 2024
Asset Allocation

Elevated Valuation of the US Stock Market

AI Bubble & Dot.com Era – Revisit : Behavioral Finance and the Financial Markets There is a mania in the US financial markets with selective AI equities; any stock sprinkled
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blue-aris effect
administrator
October 9, 2023
Asset Allocation

Life Insurances – How do they benefit your retirement

Unsolicited phone calls from Life Insurance agents are common these days, who sometimes use aggressive sales tactics to sell Life Insurance policies to individuals who know little or nothing about
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