Asset Management Asset Protection Current events Diversification Investing Managing Risk

A Market Update on the Impact of the Coronavirus

Putting recent volatility into perspective The COVID-19 virus has roiled the global financial markets in recent days, dominating the headlines. Although the virus does present real risks, it's important to put the recent volatility into perspective. (more…)

Kristin McKennaFebruary 27, 2020

Asset Management Diversification Investing Managing Risk

What History Can Teach Us About Asset Class Diversification in 4 Charts

Setting your asset allocation is like drafting architectural plans when building a home; it provides a map to guide the construction of your investment portfolio. Developing an asset allocation is a multi-step process, which is challenging for many investors, and for good reason. A Google search for the term "how…

Kristin McKennaJanuary 30, 2019

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Investing Outside of the S&P 500

If you've ever heard excerpts from the latest Apple earnings report, you may have thought, 'so what?' Well, for many investors, Apple's relative performance could impact your own bottom line. As of January 2019, the 5 largest publicly traded companies (Apple, Microsoft, Amazon, Facebook, Johnson & Johnson) in the world were all…

Kristin McKennaJanuary 20, 2019

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5 Most Common Financial Mistakes Investors Make With Their Money

5 Most Common Financial Mistakes Investors Make Money management without the support of a financial advisor is hard. Things can easily fall through the cracks. At Darrow Wealth Management, the majority of new clients never worked with an advisor before. Here are the top 5 most common (and costly) financial…

Kristin McKennaDecember 7, 2018

Diversification IPO ISOs NQSOs RSUs Stock options

What Happens to Stock Options After a Company Goes Public?

Whether you work for a company that is pre-IPO or has recently gone public, you may wonder what that means for your stock options or restricted stock units (RSUs). The truth is, there are many different things that can happen to your stock options after an IPO. Here's a summary…

Kristin McKennaAugust 8, 2017

Asset Management Diversification Investing Managing Risk

How to Diversify Your Investments

Why is it important to diversify your investments? The answer is simple: to manage risk. Diversifying your investments is about more than holding different stocks and bonds. Full diversification involves all of your assets: homes, stock options, retirement accounts, and so on. If you're wondering how to diversify your investments,…

Kristin McKennaJanuary 25, 2017

Asset Management Diversification Investing Managing Risk

How to Manage Your Investments: 6 Components of a Successful Strategy

Like many things in life, managing your own investments becomes more complex as you get older. For young professionals just starting out, it makes sense to learn the basics of how to manage your investments and do it yourself. Later in your career, there is more wealth to protect and…

Kristin McKennaJanuary 11, 2017