Blog tagged as Investing

The Importance of a Diversified Portfolio

10/03/2024 12:49 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Importance of a Diversified Portfolio
Major news events can influence investments, but diversification plays a crucial role in managing risk. Understanding the pros and cons of diversification and finding the right balance can help protect a portfolio, with guidance from a financial advisor recommended before making any changes.

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.

Understanding and Navigating the Recent Market Volatility

08/07/2024 03:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding and Navigating the Recent Market Volatility
Recent market volatility, driven by factors such as mixed economic data, geopolitical tensions, and interest rate speculations, highlights the importance of long-term investment strategies and seeking professional financial guidance.

5 Things You Need to Know About Self-Directed IRAs

07/30/2024 06:24 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things You Need to Know About Self-Directed IRAs
A self-directed IRA (SDIRA) offers greater investment flexibility, allowing for alternative assets like real estate and precious metals, but requires a higher level of responsibility and understanding of associated rules and fees.

Should You Invest in a Spot Ethereum ETF?

07/23/2024 02:31 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should You Invest in a Spot Ethereum ETF?
Spot Ethereum ETFs are now available for investing. Here's a discussion of what they are, how you can invest in them, and what they could do for your porfolio.

What is a Stock Split?

05/29/2024 02:23 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is a Stock Split?
Nvidia announced a 10-for-1 stock split. What does that mean and should you take advantage of these more affordable shares?

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?
Next

Tags