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When Can Too Much of a Good Thing Results in Unmet Investor Expectations

When Can Too Much of a Good Thing Results in Unmet Investor Expectations
Investor appetite for a “good thing” seems to be boundless, and the pursuit of a good thing, some investments might not meet expectations. Before the credit crisis investors flocked to Mortgage Backed Securities (MBS) because of the yield and great credit ratings. How could you lose? A Puerto Rico investor’s pursuit of a “good thing”…
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Sharing in Your Company’s Profits through Employee Stock Options

Sharing in Your Company’s Profits through Employee Stock Options
Corporate America has relied upon employee stock option plans as a valuable incentive program which aligns the company’s financial performance with employee compensation. Employees stock options are a form of non-cash compensation that employers offer to employees the option to purchase company stock at a specific price in the future. The two basic types of stock…
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Is a Roth IRA a Good Retirement Vehicle for You?

Is a Roth IRA a Good Retirement Vehicle for You?
  A Roth IRA is a retirement account that allows an investor to make after-tax contributions that receive favorable tax treatment over the life of the account. The contributions and gains in the account grow without taxation and can be withdrawn tax free to provide retirement income. Not all taxpayers can qualify to make the…
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