Blog

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...

Do Your Emotions Hinder Your Investment Results?

Jan 27, 2020
As humans, we are all driven by our emotions. This is especially true when it comes to our finances.  Even...

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...

Retirement Planning in Red Bank, NJ: Hire an Advisor or Do It Yourself?

Nov 11, 2019
At Lucas Capital Management, we work with many clients, and when it comes to retirement planning in Red Bank, NJ,...

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...