Education

Growth vs. Value Investing: Why Your Portfolio Needs Both

Growth vs. Value Investing: Why Your Portfolio Needs Both

Let us use two famous investors as a proxy for our comparison. First, Warren Buffet (value) is famously a self-made investing billionaire. Second, Cathie Wood (growth) is famous for identifying disruptive growth technologies and the companies that benefit from them....

The Concept of Surplus and Restricted Stock Units (RSU)

The Concept of Surplus and Restricted Stock Units (RSU)

One of the most valuable benefits a financial advisor provides is helping your family develop a concept of “surplus.” Well, now you’re probably thinking, “What exactly is a surplus?” By definition, it is the income you can freely use each year without negatively...

A Comprehensive Guide to Restricted Stock Units (RSUs)

A Comprehensive Guide to Restricted Stock Units (RSUs)

Restricted Stock Units, or "RSUs," allow companies to award shares to their employees. "Traditional" stock options can essentially lose their value if the company stock price is below the "strike" or "exercise" price; that does not happen with RSUs. Despite the low...