Categories
Uncategorized

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 […]

Categories
Uncategorized

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

Imagine; you invest $100,000 in a stock. Six months later you put another $100,000 into the same stock. Six months after that you sell all your shares for $300,000. After a few rounds of self- congratulation on your stock picking prowess you decide to calculate your return. You know you invested $200,000 and had gains […]

Categories
Uncategorized

Averting Financial Disaster – What You Need to Know

Disaster Waiting to Happen or Disaster Averted; You Choose “Earthquake Strikes Salt Lake City. Buildings Destroyed: Utilities down for a Month” What comes to mind when we think about disasters are cataclysmic events; floods, earthquakes, fires and the like. And while it is essential to plan for these dramatic possibilities there are far less newsworthy […]