Stock Options: A Primer

May 7, 2021 Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ ways often translate into offering employees stock options as incentives that don’t hit their cash reserves...

The 3rd Quarter Winds Down

September 2013 marks the five-year anniversary of the financial market collapse in 2008; we have certainly come a long way in those five years. With the S&P 500 and the Dow eclipsing all-time highs and interest rates having stayed low for the longest stretch in...

Consider Dividend-Paying Stocks

In this low interest rate environment, income-minded investors, who have some tolerance for risk may find dividend-paying stocks attractive.  In fact, nearly 40% of S&P 500 companies have dividend yields above the 10-year US Treasury bond yield. The appeal of dividend-paying stocks is easy to...

Fiscal Cliff-Hanger

It came down to the very last minute, but compromise was made and the majority of the fiscal cliff averted.  Not surprisingly the markets rallied early on news of the pending compromise.  What was surprising was the resilience of the market during weeks of tough...

The Impact of Monetary Policy on Investing

When making investments on behalf of our clients our views are being shaped by monetary policies both in the U.S. and abroad. The Taylor Rule A number of years ago John Taylor, a Stanford professor and noted economist, came up with a formula to guide...

A Refreshing Twist to the Pitfalls of Sudden Wealth Syndrome

In 2009, Sports Illustrated estimated that 78% of NFL players are bankrupt within two years of ending their careers, and that 60% of NBA players are broke within 5 years of retiring. Although not as dismal, Lottery winners also have an extremely poor track record...