Financial Planning

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margin mortgage purchase home

Margin vs. Mortgage: What to Consider When Purchasing a Home

Most of us understand how getting a mortgage can help us to purchase a home. We use our personal funds ...

financial planning medical

How Medical Professionals Can Build a Solid Financial Plan

The pandemic has been taking a grueling toll on medical professionals. According to a recent survey, more than 73% of ...

What Corporate Executives Should Know About Their Equity Compensation

You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based ...

When Is the Right Time to Hire a Financial Advisor?

Many people think you shouldn’t hire a financial advisor until you have accrued a great deal of assets.  However, that’s ...

incentive stock options ISO

What Are Incentive Stock Options (ISOs)?

All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created entirely new industries, like Google ...

Rate of Return

What Is Rate of Return? The rate of return measures the performance of an investment. Rate of return is calculated ...

Liquidity

What is Liquidity? Liquidity is the ease and speed with which an asset or security can be bought or sold. ...

Net Worth

What is Net Worth? Net worth is the total value of a company’s or individual’s assets, minus the liabilities, or ...