Key Points Introduction Wealth management is a strange industry in Colorado. It’s one of those rare professions where there are still a ton of small, family-owned businesses and almost all of them offer the exact same thing with few innovators. So, what does this mean for your financial plan? In this blog post, we will […]
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3 Ways To Manage Your Equity Compensation
3 Ways To Manage Your Equity Compensation
Key Points Introduction If you’re like most people, you probably don’t think much about your equity compensation until it vests or you have to exercise it. But if you want to maximize the value of your equity compensation, it’s important to understand and manage it proactively. In this blog post, we’ll explore three ways to […]
The Stock Market Explained in 5 Points: An introduction to the stock market.
The Stock Market Explained in 5 Points: An introduction to the stock market.
Key Points Introduction The stock market is a large and necessary part of the global economy. It’s a place where stocks and bonds are traded between investors. Owning a share of stock in a company is simply owning a tiny piece of a company, no different than owning equity in your home. What are Stocks? […]
How to Build Your Portfolio: 3 Simple Tips To Help You Invest In A Well-Diversified Portfolio and How To Get Started
How to Build Your Portfolio: 3 Simple Tips To Help You Invest In A Well-Diversified Portfolio and How To Get Started
Key Points Introduction So you want to build your portfolio and invest your savings? Great! A portfolio is a key tool for any investor, whether you’re just starting out or have been investing for years. It allows you to track your progress, measure your performance, and make informed decisions about where to allocate your money. […]
Incentive Stock Options: Invest or Save First Salary? Reader’s Question
Incentive Stock Options: Invest or Save First Salary? Reader’s Question
Key Points Introduction When you first start working, it can be confusing to know what to do with your money. Should you invest it? Save it in your bank account? Spend it? If you’re like most people, you probably have a mix of all three. You may also be asking “What are Incentive Stock Options?“ […]
5 Important Key Facts You Need To Know About How Your Equity Compensation Works.
5 Important Key Facts You Need To Know About How Your Equity Compensation Works.
Key Points Introduction When it comes to equity compensation, there are a lot of important key facts you need to know in order to make sure you are getting the most out of your benefits. Here are 5 important things you should keep in mind: What is equity compensation? If you’re like most people, the […]