Blog tagged as Investing Strategy

Equity Compensation Series: Incentive Stock Options

09/05/2024 05:48 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Incentive Stock Options
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.

Equity Compensation Series: Non-Qualified Stock Options

08/29/2024 10:39 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Non-Qualified Stock Options
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.

How Including Risk-Adjusted Return Can Improve Your Portfolio

04/05/2024 12:38 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Including Risk-Adjusted Return Can Improve Your Portfolio
Risk-adjusted return stands as a beacon guiding investors toward smarter, more efficient portfolio management. But what does it mean and why should it matter to you?

Is Inflation Haunting Your Financial Dreams?, Part 2: What We Can Do About It

07/05/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Is Inflation Haunting Your Financial Dreams?, Part 2: What We Can Do About It
For investors, it’s important to take a step back and look at the big picture before acting on breaking news. But what if inflation does get out of hand, and stays that way for a while?

Investing Is Not a Game

02/01/2021 11:50 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Investing Is Not a Game
Are you out of breath trying to keep up with the breaking news about GameStop and all the other red-hot trades o’ the day? Here’s a synopsis (to date), and what it means to you as an investor.

What Is Correlation (and Why Would You Care)?

01/30/2021 02:09 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is Correlation (and Why Would You Care)?
Here at Escient Financial, we try to keep the financial jargon to a minimum. But even where we may succeed, you’re likely to encounter …
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