Compounded Annual Return Read more…
Your Employer Offers You Non-Qualified Deferred Compensation (NQDC): Now What?
It’s always nice to be recognized for a job well done. Being invited to participate in your employer’s non-qualified deferred compensation (NQDC) plan, is one such vote of confidence; it’s typically offered exclusively to select executives or similar high-performing employees. Read more…
What to Do If You Were Getting Ready to Retire Before the Pandemic Hit
The current impact that the global coronavirus pandemic has had on our daily lives is obvious. This event has touched every one of us in various ways, but you may feel particularly affected if you were thinking about retiring in the near future. You may wonder how the fallout and long-term Read more…
6 ESG Investment Strategies to Consider
A growing number of investors are interested in Environmental, Social and Governance investing, known as ESG. That term is becoming more common, but ESG still means different things to different people. Read more…
What Does it Mean to Be an ESG Investor?
In late 2017, I was tasked with building Environmental, Social, and Governance (ESG) portfolios for Plancorp. To be honest, I was initially less than thrilled; my past experiences with these types of portfolios were not necessarily positive. Read more…
Is Now the Time to Buy Individual Stocks?
As people across the globe are being told to stay put in their homes, it’s not surprising to see some companies suffering more than others. Our normal routines are turned upside down, and so are our normal consumer spending habits. Read more…
5 Financial Questions to Help Physicians Prepare for a Market Downturn
The COVID-19 pandemic is affecting virtually everyone in our society, and our hearts go out to all who have suffered first-hand or through friends and family. As a former practicing physician, I cannot help focusing on the plight of our healthcare workers – including nurses, aides, support staff, Read more…
How You Can Benefit from a Down Market Using an Employer Stock Purchase Plan
An ESPP (short for Employer Stock Purchase Plan) is a super valuable benefit offered by your company that allow you to purchase your company stock at a discount. With the recent drop in the US stock market however, you might find that the price of your company shares is now below even the Read more…
7 Ways You Can Take Advantage of the Down Market
Volatility and risk are part of the stock market experience – it’s why stocks produce higher returns than less-risky assets over long periods of time. We say this often, it’s easy to forget when the market declines. Read more…
A Common Mistake Many Investors Make: Mental Rigidity
New ideas are always difficult to accept at first. This is never more true than when those new concepts conflict with our existing beliefs. Read more…
