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12 Nov My Biggest Financial Mistake
“No one ever lost money on Santa Barbara (CA) real estate.” That’s what I had heard repeatedly over the years. Santa Barbara is sometimes called the “American Riviera.” It’s beautiful and lots of people visit and come back to live there. That’s the start of...
11 Nov One Financial Habit to Change
There are many financial habits to work on over your lifetime. One financial habit you can commit to changing now is to hit pause when making a significant purchase in the hopes to change a behavior. Have you ever bought gym equipment only to have...
04 Aug Should You Care About Beating The Market?
“In an efficient market, at any point in time, the actual price of a security will be a good estimate of its intrinsic value.” – Eugene Fama, the “father of modern finance” Efficient Market Hypothesis is the belief that all information relevant to stock prices...
04 Aug What is a Concentrated Stock Position?
Posted at 16:37h
in Employee Benefits, End of Year Planning, Financial Goals, Financial Wellness, Investing, Taxes
If equity compensation (i.e. RSUs, ISOs, NSOs, ESPP) is a part of your employer benefits package, you’ve inherited a stock that’s skyrocketed, or you made a lucky bet on a company’s IPO, chances are your portfolio may develop a concentrated stock position. “A concentrated position...
