With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to …
What’s Your Definition of Risk?
When it comes to investing, many people associate risk with losing money. But investing demands different forms of risk. Understanding …
Who Said You Couldn’t Take it With You?
If you are thinking about changing jobs, are you aware what your choices are for managing the money in …
Diversification-2016 edition
I have been in financial services since the late 1990s. A lot has changed during that time. The internet is …
Maximizing your Employee Benefits
I have seen a lot of people over the years leave a lot of money on the table by not …
Unintentional Stock Concentrators
Do you unintentionally concentrate your portfolio on one stock? Most people don’t realize its’ even happening. I view a concentration …
401k Rollover ? | Retirement Planning
A 401k plan participant leaving an employer typically has four options (and may engage in a combination of these options): …
Employee Stock Purchase Plan | ESPP
Employee Stock Purchase Plans (ESPP) are company administered benefit programs that offer employees the opportunity to purchase common stock in …