For those with a large position in a publicly-traded company, it’s rarely straightforward to simply diversify. What if the stock appears to have much better prospects for growth than the market? What if there are complex tax implications for selling the stock? What if selling the stock creates a perception problem with company employees or
When we experience stress, we often get the impulse to “do something” to help relieve it. As citizens, we can vote for leaders who share our values. As capitalists, we can invest our money in companies that share our values. Indeed, aligning one’s investments with one’s values is a core piece of our work at
Planning elderly care for yourself or your aging parents is never an easy topic, and because of that, it can be tempting to push it off for as long as possible–until it’s suddenly urgent, rushed, and incredibly complicated.
On June 25th, 2020, we were delighted to host a webinar with Susan Fox, MA – Executive and Life Coach, A.I.M. High Coaching and Mark T. Johnsen, CEO and Chief Wealth Architect of Wealth Architects. The conversation focused on the following topics…