When you leave a job or retire, you must decide what to do with the money you have in your employer-sponsored 401(k) or other retirement plan.
Stock splits come in two forms: forward and reverse. A forward-stock split (the more common of the two) is defined as “a corporate action or event which increases the number of a company’s outstanding shares, while reducing the per share price, such that the market capitalization remains the same before and after the event.”
Business owners possess an entrepreneurial mentality that allows them to take risks that would keep most people awake at night. In doing so, they fulfill the dual roles of fearless risk-taker and …
Alternative investments include many different types of investments or assets which fall outside of the three primary or traditional asset classes known to most investors: cash, bonds and stocks.An …
Congratulations! You are finally retired. When you consider all of the major transitions in your life (off to college, first job, get married, buy a house and start a family) no other transition is …
Every four years American voters go to the polls to choose a new President. As the anticipation of selecting a new leader intensifies throughout the election year many investors are focused on how …
The foundation of an investment plan is a strategic asset allocation which lays out how your portfolio will be allocated among different asset classes, such as stocks, bonds, and cash. In choosing …
As you develop an investment strategy, it is important to focus on getting size (large, mid and small), sector and region/country right. A broad approach to asset selection allows for adjustment of …
Now that I have your attention, let’s focus on something that all investment portfolios have – R-I-S-K. In financial terms, risk is exposure to loss which is related to the expected return of an …
The theme of using one’s money for the good of society dates to the early days of life here in America. As a young investor in the 1990s, I learned that socially responsible investing involved the …
Financial advisors help their clients navigate through many of the life events or transitions that we all face. Many life events are happy ones, like preparing for your retirement, buying a home, …
