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Category Archives: Wealth Management

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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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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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