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Jun 09 2015

A Financial Lesson for the New College Grad

It’s that time of year again when college seniors head into the real world. First of all, we would like to congratulate all the new grads on their achievement. Luckily, the job hiring environment is better this year than it’s been in a long time, with the unemployment rate around 5.5%. New grads are often bombarded […]

Written by Larry Lane · Categorized: General, Investment Ideas, Retirement Planning

Oct 21 2014

Manifest Destiny

24 years ago, I quit my job at IBM’s East Fishkill semiconductor facility to go to work for a small, high tech company in California.  It wasn’t an easy decision at the time.  I had grown up in an IBM family in the Hudson Valley.  IBM was in my blood.  At that time, very few […]

Written by Larry Lane · Categorized: General

May 14 2014

Help! My Restricted Stock Units Just Vested. What Do I Do?

Many employees in the Bay Area, especially in Silicon Valley, have restricted stock units (RSUs) that have been granted to them by their employer. These RSUs are one method that your company uses to retain talent. Back in the 1990s, many companies used stock options for this purpose, but these have largely been replaced by […]

Written by Larry Lane · Categorized: General, Investment Ideas

Mar 10 2014

L Squared Wealth Management is Born!

On Friday, March 7, L Squared Wealth Management LLC was officially approved by California as a Registered Investment Advisor (RIA)!  We are now officially open for business. The genesis of L Squared Wealth Management started about six months ago. When I looked at the various financial firms out there, I was not excited. Too often, […]

Written by Larry Lane · Categorized: General

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L Squared Wealth Management™
302 Washington St
Suite 333
San Diego, CA 92103

Phone (619) 430-9555

Email: Info@L2Wealth.com

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