Phantom Stock for Company Executives: Why It's Not as Scary as It Sounds
High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know.
Creating an Estate Plan
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks
If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.
GameStop, AMC & Blackberry: Here's a Reminder About the Importance of a Diversified Portfolio
GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification.
Evidence-Based Investing: What Is It?
When deciding which types of investments you’re interested in pursuing, consider some of this helpful information you can use to better understand evidence-based investing and how it differs from other types of investment styles.
2021 Capital Gains & Your Taxes: A Brief (But Important!) Guide
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.