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Financial Literacy Building Blocks for Kids

Financial decisions were once much simpler. Let’s rewind the clock to a time when, after graduating from high school or college, individuals would begin a job at a company where they would remain for the entirety of their career. Cash inflows were simply a pay check while working, followed by a pension in the golden […]

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White Paper: Understanding the Nuances in Investment Performance

Measuring investment performance is an art, not a science. For many this notion can prompt an uncomfortable response as it repudiates what should be entirely impartial statistical information. The reality however is that there are many subjective conditions that dictate the numerical output of such analyses. Therefore, it is important to have a thorough conversation […]

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Debt or Equity: Which is the Best Way to Raise Capital for Your Business?

My first job out of college was with a Fortune 100 company that measured success by market share and revenue. When my team saw opportunities to strengthen our market position, we simply put together a budget and submitted it for funding. Senior management either approved the project or turned it down. Money was a figure […]

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Understanding Employee Stock Options

You’ve worked hard for your employer for several years and been rewarded with options on the company stock. Now stock options make up a large share of your wealth and you’re thinking it’s time to pay more attention. But what are these options worth and how should they be handled? As employers have grown more […]

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White Paper: Dollar-Weighted Versus Time-Weighted Returns – Should You Care?

If you invest and reinvest in a stock over time, what’s the best way to measure your overall return when you eventually cash out?

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Averting Financial Disaster – What You Need to Know

What financial steps should be taken to be prepared for unforeseeable disasters?