managing concentrated stock positions

Managing Concentrated Stock Positions

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[…]

asset allocation

5 Things Every Investor Should Know About Their Portfolio

When I first started to invest on my own at 19 through a Scottrade account, I admittedly had no idea what I was doing. I would scour through articles on the internet looking for information on the latest and greatest technology in hopes of finding a hidden gem of a company to buy stock in. I[…]

unystematic vs systematic risk

Diversification: The Key to Maximizing your Investments

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[…]