Blog tagged as Diversification

Understanding and Responding to Market Volatility

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Market volatility, driven by economic uncertainty, inflation concerns, trade tensions, and regulatory issues in crypto, highlights the importance of long-term investing, diversification, and disciplined decision-making during uncertain times.
03/06/2025 09:52 AM - Comment(s)

Equity Compensation: Incentive Stock Options

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Incentive Stock Options (ISOs) provide employees the opportunity to purchase company stock at a set price with potential tax advantages, but they require careful financial, investment, tax, and estate planning to manage risks and optimize benefits.
09/05/2024 05:48 PM - Comment(s)

Equity Compensation: Non-Qualified Stock Options

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Non-Qualified Stock Options (NSOs) grant employees the right to buy company stock at a predetermined price, offering potential financial gains but also carrying risks such as tax liabilities and stock price volatility.
08/29/2024 10:39 AM - Comment(s)

Financial Market Basics

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

You know you should be investing in the market, but did you know that there are different types of financial markets? Read on to learn more.
10/10/2022 08:00 AM - Comment(s)