We are living through an extravagant bull market… U.S. Stocks have returned over 600% since March of 2009. And over the last few years especially, it seems like every time you look at your accounts, you’ve made more money! 📈 Despite Covid, it’s been a fun 2 years to pull up your statements! And so it’s natural to get comfortable & to start thinking that the market only trends one way! But, honestly, this type of thinking is dangerous…
A longevity plan is a better strategy for your financial plan than just thinking about traditional retirement planning. As your concerns shift, so should your plan.
If you work in tech and media it is likely you’ve been granted Restricted Stock Units (RSUs) as part of your compensation package. Being on the receiving end of Restricted Stock Units is a wonderful thing. Especially if you are a young professional.
If you work in tech as its likely that Restricted Stock Units are a part of your Equity Compensation package. Making decisions around your RSUs can be overwhelming. Read this blog to learn more about how RSUs can can impact your financial plan.
Longevity planning is becoming the new standard for financial planning. Retirement planning is no longer enough, it’s about financial wellness.
Companies, organizations, and investment funds make a difference in the world by fusing natural elements with man-made discoveries. Thanks to technology impact investments have gained substantial recognition because of its measurable investment growth. Today, impact investors are interested in business development and ecological advancements for improving the quality of life.