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Highlights from the American Families Tax Proposal

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News

Patrick Lundergan achieves CFP® Designation

Albion Financial Group is proud to announce and celebrate the firm’s newest Certified Financial Planner®. Financial Planners are engaged in the detailed aspects of the financial advising relationship. Their efforts make it possible for our clients to seamlessly envision and plan for a variety of prospective scenarios. Their contribution to the team is essential as […]

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Weekly Market Recap

Equities were mixed last week as the world watched the Suez Canal drama unfolding. Most sectors generated positive returns allowing the S&P 500 and the Dow to finish the week higher, while price declines in some large-cap communications names pulled the Nasdaq lower. Small caps were also lower on the week, as were many international […]

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Events

ESG with WOA on Zoom

We welcome you and a guest to join the Women of Albion THIS THURSDAY, February 25th, for a virtual event on ESG investing. Contact us to RSVP

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Conference Call Recording – November 5, 2020

Listen back to Albion’s November conference call.

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Services

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?