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...
What is Inflation? — Part 1

What is Inflation? — Part 1

Have you ever wondered how much inflation can impact your daily life? We are going to break down the impact of inflation on people in their 40s and 50s by learning these three concepts: 1. What is Inflation? 2. Could inflation impact my investments and life, and how?...