Insights
Why Investors Should Avoid Overconcentration
A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation
How Women Can Overcome Obstacles to Retirement
Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but
Market Update
Everyone’s favorite hillbilly profit once said “The way I see it, if you want a rainbow, you gotta put up with the rain!” Even though
4 Tips to Help You Avoid Timing the Market
Sudden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when you see your
Get a Jump Start on Your 2022 Taxes
As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on
The Great Resignation or the Great Search for More?
People are looking for a lot more than a paycheck. Economists, politicians and anyone who employs people have experienced the hiring issues and coined them
ESOPs: The Basics of Employee Stock Ownership Plans
A company that wants to supplement its employees’ salary with equity compensation can do so in a variety of ways. The most popular is the
Matthew Logan CFP®, AIF®
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