How do you find a REAL advisor? By knowing the right questions to ask and attributes to look for based on your needs. It can be overwhelming for consumers that do not no where to look or who they can trust with such an important decision. However, REAL advisors do exist and want to help. if you find the right person that can give you true advice and assistance that you need, it will often pay for itself many times over, over many years and change your life for the better. Our article helps you address some basic considerations to find someone that may be right for you.
Employees at both startups and well-established public companies alike may receive opportunities to contribute towards, or engage in, company stock plans. These plans are generally referred to as equity compensation plans. Each plan has it’s own pros and cons, but perhaps none are as underutilized yet offer such certain benefits as the Employee Stock Purchase Plan (ESPP). We go through the basics of an ESPP, some of the tax considerations, some thoughts for how to get the most out of this type of equity compensation plan, and other things to keep in mind with this unique plan.
IPOs are often an exciting part of investing in capital markets. However, not all IPOs are created equally and many contain risks the investing public may not be familiar with. We attempt to cut through the noise, explain what an IPO is, look at some historical evidence and lay out some key considerations that all individual investors should be aware of.
Family is everything. For those with means, sharing wealth with loved ones can both help manage a legacy while also witnessing those we care about enjoy your generosity and reach their goals. This article discusses some of the foundational concepts of gifting and how to do so in an efficient and tax-free manner.