Wealth Strategies during a Down Market

Wealth Strategies during a Down Market

Even though volatility has returned over the last year, markets have weathered the storm alright. Nonetheless, a more sustained downturn in the markets may occur at any moment. These declines combined with media headlines stating how the end is nigh can understandably cause the common investor to feel much angst and a sense of helplessness.  However, the prudent investor with the proper guidance and plan could potentially use a poor market to their advantage by taking an opportunistic approach and considering certain planning strategies.

What to look for in an Advisor & Why it matters

What to look for in an Advisor & Why it matters

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.

Employee Stock Purchase Plans (ESPP): Are You Making The Most of Yours?

Employee Stock Purchase Plans (ESPP): Are You Making The Most of Yours?

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.