It’s a natural reaction to hold onto your company’s stock while the price is down. You might, however, be curious about some of the pros and cons of waiting for the share price to recover. Let’s get started.
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When your company’s stock price falls, the experience is downright painful. Making things worse, knowing what to do next can be exceedingly challenging. In this series, I’ll help you make sense of the drop and provide several different approaches for handling your concentrated stock during turbulent times.
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A skilled and trustworthy financial planner can provide you with accurate and objective financial advice that is tailored to your unique goals and financial situation. But finding the right one can feel like navigating a maze. Read on for ideas to help your search process.
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The end of the year is full of holidays, family, friends, and planning! Many time-sensitive financial planning topics coincide with the end of the year. I hope the content and questions below will shed light on some items I’m working through with clients as we turn the corner on 2022.
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As a Certified Financial Planner™, it will come as no surprise to you that I have a tendency toward optimization – seeking perfection in any endeavor. But the benefit clients often tell me they value most isn’t necessarily when we dive deep into the weeds; it is the help simplifying their complex lives.
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We are all keenly aware of the news headlines covering the first half of 2022. Wise folks know there is always more going on than headlines suggest, and nuance does not capture (or keep) attention. Let’s pull back the curtain and take a look at five important points.
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A funny little statistic came to my attention recently: nearly half of Americans between the ages of 40 and 59 would rather visit the dentist than make an appointment with a financial advisor.
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The S&P 500 is a stone’s throw from an official bear market (generally defined as a 20% decline from all-time highs), down 19% as of this writing. Likewise, the “recession” word is being tossed around more and more frequently. Keep reading for a free-of-charge checklist to help you gauge your readiness.
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