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Why are the headlines terrible? Thumbnail

Why are the headlines terrible?

Headlines are looking grim again, so let's pause and take stock. Why are the headlines terrible? Because the media loves drama. This is not news to you or me or anyone who pays attention. The 24-hour news cycle is there to whip up emotions and keep us glued to the latest "BREAKING NEWS." So, what’s behind the noise and should we worry? Before we jump into unpacking the news, let’s take a moment and remind ourselves of how far we’ve come since the pandemic began.

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$50 burgers (should we worry about inflation?) Thumbnail

$50 burgers (should we worry about inflation?)

How much inflation can the country afford before we’re in trouble. Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing over time (say, your favorite candy bar or the cost of college tuition), that’s inflation in action. Economists use the broad increase (or decrease) in prices of goods and services across the country as a measure of economic health.

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Season two of 2020? Thumbnail

Season two of 2020?

Does it feel like 2021 yet? The twists and turns so far make it seem like 2020 is dragging into a second season. As an American, I’m shocked and worried, and I’m wondering how political disagreements turned into excuses for violence. As a financial advisor, I know that the politics, protests, and rioting in DC are just one factor affecting markets. I honestly don’t know what will happen over the next few weeks, but I can help you understand how it affects you as an investor.

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3 Keys to Optimizing Your Incentive Stock Options (ISOs) Thumbnail

3 Keys to Optimizing Your Incentive Stock Options (ISOs)

3 Keys to Optimizing Your Incentive Stock Options (ISOs) The purpose of incentive stock options (ISOs) are to provide incentives to attract, retain and motivate people whose contributions are important to the success of the company by offering them an opportunity to participate in the company’s future performance through the grant of awards. Typically, we see ISOs granted by private companies, and as those companies go public, they generally replace their ISO equity to an RSU equity offering. ISOs have created tremendous wealth to those who have been fortunate enough to align with a company who has experienced significant growth in valuation, but with that wealth comes a lot of strategies on the best way to manage your ISOs and company equity.

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