
Tips for Managing Company Stock Awards
"It's important for executives to carefully manage any company stock awards. Our expert gives helpful tips to understand the options and make the best choices." -TheStreet
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"It's important for executives to carefully manage any company stock awards. Our expert gives helpful tips to understand the options and make the best choices." -TheStreet
"There is still hope for fixed-income investors. Hear from our expert on three ways investors can benefit from rising interest rates." -TheStreet
Restricted Stock Units (or “RSUs”) continue to gain traction as part of company compensation plans. Not only are they a great way to incentivize employees with shares of company stock at future dates, but they are also a tremendous tool to help retain top talent from the employer perspective. Read Dan Trumbower's next article published in "TheStreet" to find out more.
Got Incentive Stock Options (ISOs)? Here's why you should consider a “Stock Swap.” Check out Dan Trumbower's article publication this month in the Retirement Daily column of "TheStreet".
Halpern Financial's Ted Halpern, Melissa Sotudeh, and Dan Trumbower have all been named this month among the "Top Financial Professionals" for 2022 by Northern Virginia Magazine.
Setting up a Roth IRA for your teenager could put them on the path to financial independence.
Preparing Your Child for Future Financial Success
Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!
Executive compensation incentives offer a wonderful planning opportunity to build wealth - avoid these key mistakes.
Dan Trumbower, CFP® explains how a Health Savings Account strategy can help retirees face the eventual cost of long-term care.
Dan Trumbower sheds some light on executive compensation strategies.
Dan Trumbower's inaugural column at The Street explains several executive compensation and retirement plan strategies.
Even if you're not getting free money from your employer,it's still a good idea to take advantage of tax-deferred compound growth, says Dan Trumbower, CFP®.
Usually stocks and bonds move inverse to each other. Dan Trumbower, CFP® explains why that didn't happen in March.
Make sure to put on your own oxygen mask first, says Dan Trumbower, CFP®. That way you'll be stable and able to support others.
Spend, save, or invest? Dan Trumbower shares his recommendations.
Dan Trumbower's experience with the tornado that hit his hometown of Monrovia, MD--and the insurance claims afterward--was featured on CNBC.
Figuring out what you need to gain peace of mind and strength testing your portfolio are excellent ways to alleviate retirement worries, says Dan Trumbower.
Dan Trumbower comments on the coronavirus' effect on conferences for financial advisors.
Dan Trumbower explains how reaching out to clients during stressful times in the market can allay investor fears and improve outcomes.