Author: Rob Vogel

Strategies for Managing Restricted Stock and Stock Options

Feb 11, 2020
Equity compensation is often a major component of an executive’s total pay package because it helps to align the interests...

Quarterly Review-January 2020

Feb 3, 2020
Happy New Year! 2019 was a very good year for investors Both stocks and bonds advanced during the year with...

When Your Retirement Plan is Based on Selling Your Business

Jan 6, 2020
As an entrepreneur and small business owner, you may be justly proud of the success you’ve had developing your enterprise....

Financial Resolutions for the New Year

Dec 16, 2019
The time has arrived to make your New Year’s resolutions. Your goal is to improve your financial situation in 2020....

Year-End Financial Checklist

Dec 3, 2019
Keeping your financial affairs in order leads to less life stress. Here is a checklist of year-end items that when...

Charitable Giving: What You Need to Know

Nov 25, 2019
The holiday season is a time to reflect, be thankful for what we have and help others in need. Thanksgiving...

One of the Best Tax Strategies for Retirees – Charitable Gifts from your IRA

Oct 28, 2019
Key Points: At age 70-½ you are required to start taking taxable distributions from your IRA Higher Standard Deductions with...

Quarterly Review-October 2019

Oct 21, 2019
Visit the new Lucas Capital Website During September we launched our new website.  If you haven’t already had a chance...

Quarterly Review-July 2019

Jul 1, 2019
Always a good time to be prepared For the first half of the year, both the stock and bond markets...