Employee Stock Options: Should I Sell?
When is the best time to sell your stock options now that your company has gone public?
2019 Q4 Mid-Quarter Commentary
Partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets, the difference between trading and investing, and the power of donor-advised funds.
The Latest Chapter in Lend and Spend
Today, there is a spreading consensus that the short term in the market is becoming riskier. We don't disagree. While two years ago, most economies were accelerating their growth, now most are slowing down. In our latest market commentary, we look at the "lend and spend" strategy of lowering interest rates to promote economic growth.
Inheritance Planning: How to Sell Inherited Assets
Inherited assets can be emotionally charged.
Discipline and the Long View
The drumbeat of negative headlines continues, and many people are on edge about the market and investing in general. As uncertain as this moment seems, the effects on the financial markets is often short-lived.
Offense Sells Tickets; Defense Wins Championships
Today’s economy has been sending signals that it is in its final innings. The stock market goes up and down in price trying to discern the direction of the game – now surging forward with a tax cut or solid economic data, now pulling back due to the prolonged trade war or slowing corporate earnings.
Thinking Fast, and Slow
Most people have experienced that moment of confusion when someone [...]
Now is the winter of our discontent
Winter is often used in literature as a metaphor for difficult times and right now feels like just one of those times. The recent declines in stock prices are unsettling and lead to worry about the future.
Remember Risk?
We all know that risks exist, but our feeling about a particular risk is driven by our recent experience. Even knowing that we are likely to have another big earthquake, knowing that the risk exists, people don’t actually prepare because they have no recent experience of it. Many investors have fallen into a false sense of diminished investment risk because of prolonged calm in the markets.
How to involve your children in your finances as you age and still maintain independence
When is the right time for a parent to begin the conversation about their finances with their children? Or for a child to start this conversation with their parent?