Company stock options sometimes provide a large payoff, however they can also be costly to exercise and end up costing you large sums of money with little return. Below are a few best practices for maximizing the value and limiting the risks of exercising and selling your company stock options.
Read MoreDiversifying out of concentrated stock positions is the best move for 95% of employees. We’ve seen many hopes and dreams destroyed by over concentration in a portfolio. Below are some strategies for dealing with company stock.
Read MoreThe market is constantly processing new information, pricing in expectations for companies and the economy. Investors who look beyond after-the-fact headlines and stick to a plan may be better positioned for longterm success.
Read MoreGreat advisors want to do great work for their clients. They stake their business on doing
the right thing—and know that business success will follow.
Read MoreNegotiating your salary can be intimidating but DO NOT let that stop you, and never underestimate the importance of asking for what you deserve.
Read MoreNearly a century of US stock market returns suggests that making investment decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes.
Read MoreRelatively small increases in salary can compound over the years and lead to hundreds of thousands, if not millions, of dollars in total future income.
Read MoreSoaring inflation rates combined with historically low interest rates make 2022 one of the worst periods in history to pay off a mortgage early, however there are times when it makes sense to pay more than the minimum.
Read MoreThe recent increase in inflation and the subsequent hikes in interest rates by the Federal Reserve (AKA the Fed) have wreaked havoc on markets, and this is proving to be no fun for investors.
Read MoreThe impact of being out of the market for just a short period of time can be profound
Read MoreHere are three lessons to keep in mind during periods of volatility that can help you stick to your well-built plan. And if you don’t have a plan, there’s a suggestion for that too.
Read MoreSudden market downturns can be unsettling. But historically, US equity returns following sharp declines have, on average, been positive.
Read MoreA look at equity performance in the past three decades does not show any reliable connection between periods of high (or low) inflation and US stock returns.
Read MoreWe understand that there are concerns around bitcoin’s environmental impact. We share these concerns as environmental, social, and governance issues are very important to us, but we are of the opinion that bitcoin solves far more ESG problems than it creates.
Read MoreUnderstanding the range of potential outcomes can help you stick with a plan and ride out the inevitable ups and downs
Read MoreStocks have rewarded disciplined investors for decades, through Democratic and Republican presidencies. It’s an important lesson on the benefits of a long-term investment approach.
Read MoreAs companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.
Read MoreWhat does a century of economic cycles teach investors about investing? This interactive exhibit examines how stocks have behaved during US economic downturns.
Read MoreWhen markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit.
Read MoreA top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, dominated by Apple and the other FAANG stocks,1 but it is actually a reference to 1967, when IBM represented a larger portion of the market than Apple at the end of 2019 (5.8% vs. 4.1%).
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