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Category Archives: Risk Management Strategies

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The Impact of Elections on the Markets and Tax Policy

The Impact of Elections on the Markets and Tax Policy
With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what happens on November 5 impact my finances?” As financial professionals, we’ve done some homework and come to the following conclusion: you may…
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What Risks Do Investors Face in 2015?

What Risks Do Investors Face in 2015?
Most individuals seem perplexed about their investments when they discuss the notion of risk. Not knowing how to respond, many investors seem to relate to risk on an emotional level. Many financial advisors try to express risk to clients in terms of acceptable levels of loss in percentage terms, while others try to measure risk…
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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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Bond Duration: An Important Consideration Managing Bond Portfolio Risks

Bond Duration: An Important Consideration Managing Bond Portfolio Risks
Most investors will admit that they have themselves, or know someone, that has refinanced their home mortgage in the last six years because interest rates were so low.  The financial media has led average investors to believe that interest rates are so low that there is no other direction but higher.  In the face of…
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