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Stock Options Explained

Stock options or awards can be quite complex. Whether you're just starting out and looking to understand what stock options are or you're ready to develop a strategy for your equity compensation, the […]

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Where to Invest After a 401(k)

by Darrow on September 06, 2017 in Retirement Planning, Infographics, Investing

Contributing the maximum amount to your 401(k), 403(b), or other employer-sponsored retirement plan should be a goal for many investors. Once you achieve it, the question then becomes: where to […]

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How to Diversify Your Investments

Proper diversification of your investments requires more than just holding a diversified portfolio. If you're wondering how to diversify your investments, consider every asset you own as one […]

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What Happens to Stock Options After a Company Goes Public?

by Darrow on August 08, 2017 in Stock options, ISOs, RSUs, NQSOs, Diversification

Whether you work for a company that is pre-IPO or has recently gone public, you may be wondering what that means for your stock options or restricted stock units. The truth is, there are many […]

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How to Manage Your Investments

Like many things in life, managing your own investments becomes more complex as you get older. For young professionals just starting out, it often makes sense to do the required research and […]

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Does Conventional Investing Even Work?

by Darrow on July 18, 2017 in Infographics, Investing

The conventional (or active) approach to investing is based on the belief that skilled stock-pickers and forecasters can beat the market and pick "winners" with such frequency that the returns […]

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What Should You Do with Excess Cash?

by Darrow on July 11, 2017 in Financial Planning, Infographics, Investing
How much money should you keep in cash and what should you do with excess cash? If you have extra savings in the bank, you may be wondering whether you should invest the money or pay down debt. […]
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How Often Should You Rebalance Your 401(k)?

Like any investment account, rebalancing your 401(k) or 403(b) retirement plan is an important part of a successful strategy. Without periodic rebalancing, your asset allocation (the percentage of […]

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Should I Put My House in a Living Trust?

by Darrow on June 21, 2017 in Estate planning

Why put your home in a trust? There is one main reason: to avoid the probate process. There can sometimes be confusion that a living trust offers asset protection from creditors, or may remove the […]

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Self-Employed? Save for Retirement with a Solo 401(k)

by Darrow on June 07, 2017 in Retirement Planning, Business owners

The Individual (or Solo) 401(k) plan is very similar to a Traditional 401(k) plan, only designed for business owners with no employees. Compared to the other types of retirement plans typically used […]

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