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Developing an Exit Strategy for Stock Options in a Down Market
Stocks are down this year, pretty much across the board. Unfortunately, there are some companies that won’t survive the downturn. Even for the ones that
Reasons to Include International Investments in Your Portfolio
The United States currently represents 60% of the global equity market.¹ This means investors with an extreme home bias are ignoring 40% of the equity
Should You Buy Treasuries?
With interest rates going up, Americans are rushing into U.S. Treasuries at a record pace. Wondering if you should buy Treasury notes or bills in
What a Down Round Means for Employees with Stock Options
Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example:
Considering an Adjustable Rate Mortgage (ARM) When Rates Rise
Interest rates are rising, and that’s bad news for homebuyers. The national average rate on a 30-year fixed mortgage is now over 5%. After being
2 Reasons Taming Inflation Won’t Be Easy
Inflation is at 40-year highs. The Federal Reserve has started raising interest rates to cool the economy and tame inflation. But it won’t be easy.
How Stocks Perform Before, During, and After Recessions May Surprise You
No one knows when the U.S. will enter a recession again. And this is precisely why it’s important to always be prepared for an economic
Ways to Prepare Your Finances for Unknowns, Including Recessions or Market Downturns
“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.” – Peter
It’s Been One of the Top 5 Worst Starts to a Year for Stocks and Bonds
We all know 2022 hasn’t been kind to investors so far. But according to BlackRock, it’s been one of the worst two months to start
Does the Fed Funds Rate Affect Mortgage Rates and Interest on Cash Savings?
What does it mean for investors, homebuyers, and individuals with short-term cash deposits when the Federal Reserve raises interest rates? While rates don’t move in
3 Biggest Mistakes Investors Make in Volatile Markets
Investing through market volatility can be challenging. Should you go to cash? What investments perform the best during a market selloff? Is it a good
Returns of Stocks and Bonds Before, During, and After Interest Rate Hikes (Charts)
The Federal Reserve is going to be raising interest rates (via the target Federal Funds rate). This is likely to happen next month. Rising interest
Why is the Bond Market Down?
As a lifelong Patriots fan, I subscribe to the do your job mantra. In a portfolio, every asset class has a job to do. For
How Do Stocks Perform When Interest Rates Rise?
The Federal Reserve is planning to raise interest rates (the Federal Funds rate) earlier than expected to cool down the hot economy. The stock market
The Stock is Down, But You’re in a Post-IPO Lock-up
More companies entered the public markets in 2021 than any other year on record. From traditional IPOs or SPACs, and even direct listings, it was a banner
Stocks Down, Yields Up: Looming Rate Hikes Bring Market Volatility
The Federal Reserve plans to raise interest rates more quickly than the market expected a couple of months ago. This is sending shock waves into
Is 10 Million Enough to Retire?
Can you retire on 10 million dollars? For many Americans, this hefty sum would far exceed retirement needs and may even lead to generational wealth.
Qualified Small Business Stock Gain Exclusion (Section 1202)
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business