Alterra Advisors
Tag: Diversification
The ABCs of RSUs, ESPPs, ISOs – Get to Know Your Stock Incentive Programs
In our tech-heavy Pacific Northwest, many companies grant stock or stock options as part of an overall compensation package. These equity incentive programs can seem like a windfall but, as with any source of income, they must be carefully managed so they don’t disrupt your financial plan or create a major tax headache.
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Your Diversified Portfolio vs. the S&P 500
How global returns and proper diversification are affecting overall returns.
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