Tyler and Jordan discuss employee stock options and restricted stock units. These are types of equity compensation granted by companies to their employees. Rather than giving shares today these shares typically vest over time, incentivizing an employee to stay with the company. This type of compensation has unique tax considerations and can also bring in additional risk to financial planning. Tyler and Jordan discuss some different ways to think about this concentration risk.
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See AllTyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and September, investing for the longer-term, improving yields for fu
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The S&P 500 has rebounded to start the year gaining 9.6% in the first 5 months. Much of the return is concentrated in the top 10 largest components of the S&P 500 as the S&P 500 equal weight index is
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Tyler and Jordan review the “Momentum Factor” in our fourth and final installment of the fundamental factors of investing. Momentum investing is a strategy that seeks to profit from the continuance of
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