Resources

Dec. 14, 2018 Ways to Better Protect Yourself from Identity Theft

As we learned from the Equifax breach in 2017, we can fall victim to identity theft through no fault of our own. Although it isn’t feasible to master every identity theft scenario, it’s worth your time to learn more about the available identity theft tools and services and how to initiate a recovery plan if you become a victim. Here, we review four remediation resources and services, focusing on the benefits and risks of each. These tools may be used concurrently.

Dec. 14, 2018 Why Aren’t Your Investments Doing Better?

Posted by Brad McMillan, CFA, CAIA, MAI

Dec. 14, 2018 Market Update for the Month Ending November 30, 2018

Markets ride a roller coaster

Nov. 19, 2018 Market Update for the Month Ending October 31, 2018

Market Update for the Month Ending October 31, 2018

Nov. 19, 2018 How Do Restricted Stock Units Work?

Restricted stock units (RSUs)—a contractual right to receive company shares or an equivalent cash payment at some point in the future—are an increasingly popular form of equity award offered by companies of all shapes and sizes. Companies are shifting to RSUs because they are administratively convenient, are easy for employees to understand, and can be structured in a way that helps attract and retain key employees and drive performance.

Nov. 19, 2018 Is This the Beginning of the End? A Look at October 2018 Market Volatility

Not for the first time, October was a difficult period for the stock market. With the drop seen over this past month, there is increasing fear that this is it—the big one that will take us back to the depths of 2008. Although that level of concern is certainly understandable, a closer look at the real economic and market situation around the world suggests that the volatility we are now seeing (and may well continue to see) is perfectly normal. Over time, this kind of turbulence is why stocks can yield the returns they do.

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