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The TFP Newsletter:
Personal Finance
For Walmart Executives
Investing


Mark Chisenhall, CFA
Feb 1


Mark Chisenhall, CFA
Jan 28


Mark Chisenhall, CFA
Jan 21


Mark Chisenhall, CFA
Dec 20, 2024
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The TFP Newsletter: Personal Finance
For Walmart Executives
Taxes


Mark Chisenhall, CFA
Feb 13


Mark Chisenhall, CFA
Feb 1


Mark Chisenhall, CFA
Jan 28


Mark Chisenhall, CFA
Dec 20, 2024


Reduce Fees in Your Walmart 401(k) by Building Your Own Portfolio
This article discusses the benefits of building your own investment allocation in your Walmart 401K account.
Jul 8, 2024


Walmart RSUs and Taxes: Common Questions
In this article, we'll explore the relationship between Walmart RSUs and taxes so you can make the most of your RSU compensation.
Jun 19, 2024


Understanding Walmart's Restricted Stock Unit Plan
The article discusses the mechanics of the Walmart Restricted Stock Plan covering What is an RSU, Grant vs Vest Dates, and more.
Jun 12, 2024


Managing Your Highly Appreciated Walmart Stock
Here are 3 Ways to manage your Highly Appreciated Walmart stock position.
Jun 6, 2024


Managing Personal Finances During a Career Transition
Walmart is reducing roles and asking remote workers to relocate. This article offers tips on managing personal finances during a transition.
May 17, 2024


Tax Planning for Executives: How an Executive Reduced Taxes by $100K
In this quick case study, we will review how a high earning executive can reduce their annual tax bill by $100K.
Apr 1, 2024


Do You Own Too Much Walmart Stock? 3 Things for Walmart Leaders to Consider
When evaluating your Walmart stock position, it is important to consider these 3 things: Exposure, Risks and Valuation
Mar 18, 2024


You Know Your Walmart MIP Payout, Now What? 8 Things to Consider.
It's MIP Time for Walmart associates! Here are some key considerations to keep in mind as you think through best use for your MIP payout.
Mar 6, 2024


Avoiding Double Taxation on Your Equity Compensation
Let's address a common and costly mistake that often leads to double taxation on RSUs and PSUs.
Mar 4, 2024


3 Key Decisions for Your Walmart Deferred Compensation Matching Plan (DCMP)
The Walmart DCMP is a tax efficient tool for Walmart Sr. Directors and Officers to build wealth. Here are 3 Key decisions to consider.
Feb 15, 2024


Is the Walmart Deferred Compensation Matching Plan Worth it for a Sr. Director?
In this article, we are looking at the case of Jeremy, a Sr. Director at Walmart. Does it make sense for Jeremy to contribute to the DCMP?
Feb 6, 2024


Walmart's Equity Compensation Plan Overview and FAQs
In this article we explore the three primary types of Walmart Equity Compensation and tips to effectively manage each type.
Feb 1, 2024


Tips on Tax Efficient Investing for Corporate Executives
In Part 2, we will continue discussing a major pain point for Corporate Executives: Taxes.
Jan 17, 2024


Maximize the Value of Your Walmart 401(k) Plan
Walmart offers a robust 401(k) Plan with various account types, cost effective investment options and an employer match. In this article,...
Jan 15, 2024


Timeless Investment Principles: Investment Risk and Diversification
Wall Street and the Media project the idea that investing is complicated and requires professional expertise for success. This idea...
Jan 9, 2024


What Does Wall Street's Crystal Ball Show for 2024?
In this article, let's explore 3 themes that are consistent across Wall Street 2024 outlooks and are relevant to your portfolios.
Dec 29, 2023


A Walmart Deferred Compensation Matching Plan Case Study - Taxes and Retirement
This week, we are focusing on the Walmart Deferred Compensation Matching Plan (DCMP) and how it can be integrated into a financial plan.
Nov 10, 2023


3 Top of Mind Investment Topics for Walmart Executives
This week let's discuss three Investment Topics worth following and how they may relate to Walmart Executives. The topics are: 1.) The...
Nov 9, 2023


The Tax Savings Sales Pitch that Could Cost you More in Taxes
This week I want to discuss a Sales Pitch that high earning professionals are likely to hear - if not, it is only a matter of time.
Nov 3, 2023


Walmart Benefits Annual Enrollment: How to Choose Disability, Life and Medical Insurance
Annual Enrollment for Walmart Associates is currently open until November 10th, 2023!
Nov 2, 2023
Personal Finance, Investing, and Tax Planning for Corporate Executives
Explore expert guidance on optimizing wealth, navigating financial decisions, and securing long-term financial success.
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Mark Chisenhall, CFA
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