Blog tagged as Risk Tolerance

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)

Should You Invest in Crypto? It's Not a Simple Answer.

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

In a digital era brimming with promises and uncertainties, the question lingers: Is investing in cryptocurrencies a game-changing opportunity or a perilous leap into the unknown?
06/01/2023 11:15 AM - Comment(s)