We’ll guide you through the diverse landscape of investments and help you understand the tools you need in order to invest with confidence. This comprehensive session will explore three distinct…
Tag: investing
Incentive Stock Options, or ISOs, are a type of stock option that companies offer to their employees as a form of non-cash compensation. ISOs can be a valuable tool for…
Instead of attempting to time the market and buy securities (stocks, bonds, mutual funds, ETFs) when their prices are low, dollar-cost averaging is a strategy to buy a smaller, consistent…
A rollover IRA is an Individual Retirement Account that is funded by closing a 401(k) (or similar account) at a previous job and moving those funds to the new individual…
When you contribute to a 401(k) you put your own money in, called a contribution. That contribution is made with pre-tax dollars, invested within the 401(k) account, and grows tax-deferred…
A 401(k) is an employer sponsored, tax advantaged account for saving and investing for retirement. You contribute pre-tax dollars to it, invest that money, and then withdraw the money in…
An IRA (or Individual Retirement Account) is a tax advantaged account for saving and investing for your retirement. IRAs are not connected to your employer like a 401(k) is and…
When Warren Buffet talks about money, people listen. And they should; he’s one of the richest people in the world and widely regarded as one of the most successful investors…
You’ve heard of the 7 wonders of the world; places like the Taj Mahal, the Roman Colosseum, and the Great Wall of China. But do you know what the 8th…
Saving for retirement is a goal that you should tackle as early in life as you can. Why? A couple of reasons. 1- the power of compound interest; 2 –…