Creating your own investment portfolio or strategy boils down to a few key principles. The key topics we’ll cover in this article include tax-efficiency, time horizon, assessing risk tolerance, and diversification. Once you have a solid understanding of how these topics apply to your situation, creating a customized portfolio in pursuit of your goals can …
My journey in the financial advice industry began primarily working with retirees and near-retirees. The experience of working with older generations provided me with a unique perspective when it comes to the advice I give younger generations, whom I primarily work with now. One thing I’ve learned is wealth can be built in many different …
Should my Investment Strategy Change as my Wealth Grows? Read More »
Living in Seattle and primarily working with individuals and families in the tech industry, I’m very in touch with our burgeoning tech scene. Industry titans such as Amazon, Microsoft, Facebook, Apple, and Google, all have large offices here. If you work in the tech industry you’re also likely familiar with the variety of equity compensation structures …
Since the mid-1990’s, the internet and the digital age have transformed the way we live. Technology has been the foundation for industry disruption and as a result, there continues to be an opportunity for technology companies to rise from a small start-up to a full-fledged public company in a matter of years. With the sudden …
My Company’s Tech Stock is Booming! What Should I Do? Read More »
The key to understanding the importance of diversification lies first with understanding risk. There are two types of risk when it comes to investing. If you’ve ever taken a finance or statistics class you’ll likely remember learning about unsystematic vs systematic risk. Understanding their differences helps investors maximize their investment returns. As advisors, it’s key …
Diversification: The Key to Maximizing your Investments Read More »
