Financial Advisor Insights

About to be Acquired: Managing Personal Finances During M&A Activity

Every industry has its own unique challenges. For professionals in biotech, pharma, and life sciences, the challenge is that most individuals don't stay at one company long enough to understand the […]

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The Pros and Cons of Working Freelance in the Biotech Industry

by Kristin McFarland, CFP® on February 11, 2015 in Biotech, freelancing

By Caroline E. Coderre, CFP®, CDFA™

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Stock Options: How to Manage

Stock options from your company can represent an opportunity to build significant wealth over your career; but there are complexities based on the type of grant and your personal situation which […]

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