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August 2021

Q2 2021 QMR

2021 2nd Quarter Investment Review and Portfolio Update

Quarterly Newsletter / By

In our quarterly investment update, we’d like to: Summarize market activity over the 2nd quarter of 2021 Discuss portfolio changes to incorporate additional private debt investments Provide various market returns information Market Summary for the 2nd quarter of 2021 Global equity markets advanced ~7% in the second quarter as economies continue to recover from the …

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stock options

Stock Options 101: What You Need to Know About ISOs, NQSOs and Restricted Stock

College Planning, Equity Compensation, Uncategorized, Wealth Management / By

Employee stock options are a common form of equity compensation that companies use to attract and retain the best talent. Stock options give you the potential to share in the growth of your company’s value with little risk to you – until you exercise your options, that is. There are multiple types of stock compensation, …

Stock Options 101: What You Need to Know About ISOs, NQSOs and Restricted Stock Read More »

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Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan and our role as wealth advisors, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the wealth management plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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