What Should I Know About Stock Compensation?
If you are employed by a publicly traded company or company that one day may go public, it’s highly likely you may receive stock as a part of your …
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Tag: portfolio manager
The Dollar’s Changing Role in Portfolios
Key Takeaways Foreign countries are increasingly looking to diversify foreign exchange holdings away from the U.S. dollar. Years of easy monetary policy and growth in government debt have weakened the …
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The Debt Ceiling Debate and You
On January 19th, 2023, the United States Government hit the debt ceiling, which in a nutshell, is the amount of national debt that Congress lets the Treasury Department incur on …
The Past Foretelling the Future
The last 50 years in the investment industry have presented us with many significant changes and most have been improvements. For example, eliminating fixed brokerage commissions ushered in the new …
The Role of Risk Comfort in Your Financial and Mental Health
As we know from history and our own experience, when equities enter a period of extended volatility or loss, it can be detrimental to our financial and mental well-being. Your …
Active Versus Passive Management: Solving the Debate
Debate topics can be political, informative, funny, social, and economic. Many are controversial, heightening the level of seriousness, especially when discussing politics or one’s core value systems. But sometimes a …
Late in Life Divorce
Getting divorced at any age is overwhelming. Getting a divorce after age 50, or what is commonly known as “Gray Divorce,” can add another layer of complexity. In many cases, …
Is Inflation Here To Stay?
With inflation at its highest peaks in over 40 years, it is no wonder that investors are concerned. Key contributing factors have been the labor shortage, supply chain backlog and …
Four Legacy Planning Strategies to Help Mitigate Tax Burdens for You and Your Heirs
By now you are familiar with the term SECURE Act that was passed in 2020, and how it impacts retirement and estate planning. A large part of that is due …