Determining the right investment plan for you usually comes at the end of your financial planning process. After an extensive review of your current situation, assets, debt, income, and future goals, the final step is to select the correct mix of investments. This is your asset allocation, and it is designed to keep your plan […]
Read More… from Keeping Your Balance: Lowering Volatility and Managing Risk
Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture results in your firm downsizing? With all the other things to worry about when your primary source of income goes […]
Read More… from What Happens to Your Stock Options During a Job Transition
The stock market lost over 10% of its total value in a single day in March 2020. While many investors sold out of their positions, those who held on and continued investing were rewarded, heavily. In just 354 days following the crash, the stock market, as represented by the S&P 500, surged back into a […]
The first step in creating a balanced portfolio is to realize that the “balance” doesn’t refer to the investments contained in the portfolio – it refers to the goals, preferences, and risk tolerances of the investor. Investing is about increasing the return on your money over time to potentially higher levels than can be obtained […]
Women’s History Month is celebrated globally in March. It started over 100 years ago as a labor movement when women workers in the needle trades began to demand fair wages and workplace limits and protections. Women did not have the right to vote, so to effect change and call attention to the cause, they organized […]
Read More… from Women’s History Month: A Celebration of Women’s Financial Milestones
This month we are starting discussions with our clients for 2022 planning. Part of this discussion is optimizing for this year. Many are on track to achieve their financial goals. Heading into the last quarter of the year, we want to review the details of their plan to support these goals. Here are a […]
Read More… from You are on track to reach your goals, but are you optimized?
Where to stash your extra cash It’s a dream scenario: You wake up one day, and a windfall enters your life. That tax refund lands, an inheritance shows up at your doorstep … or maybe you’ve finally scored that promotion you’ve been working for — or have found a nice side hustle that will boost […]
We are nearing the end of the first quarter of 2016, which means March Madness! How are your brackets holding up this tournament season? I would like to say that I’m an informed player this year, but my brackets tell another story. As much as I’d like to, I’m not watching ESPN or talking about the […]
