Oct
20

The Morgan Report Q3 2021 Review — Crypto Breakthrough & Employee Stock Options

posted on October 20th 2021 in Financial Planning & Market Commentary with 0 Comments

It’s not often investors are able to see the inner workings of a truly brilliant trading strategy in a cutting-edge sector of the investment world, in this case cryptocurrency. Many unique investment strategies are often driven by “black box” quantitative machines using computer algorithms investors aren’t privy to lest their secrets be revealed. This obfuscation […]

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Jan
11

Financial Strategies for a Job Change

posted on January 11th 2017 in LA/OC CFP Team Posts with 0 Comments

It can happen to anyone. Suddenly, you are between employers. And you don’t know how long it will take to land your next job.   Especially in Orange County, where there is a thriving community of entrepreneurs, job change is common — and is not always predictable.   Even if you are voluntarily moving directly […]

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Nov
15

Stock Option Mistakes When You Leave Your Employer

posted on November 15th 2016 in LA/OC CFP Team Posts with 0 Comments

Stock Option Mistakes When You Leave Your Employer

Back in the 1980s, it seemed only Fortune 500 executives received stock options.   Boy, have things changed! Today, employees of many firms, large and small, have received stock option grants.   When it’s over, it’s over In most cases, employees have up to 10 years to “exercise” their options and thereby capture the economic […]

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