Restricted Stock: Understanding Your Options

Posted by Richard on April 17, 2013

  If you’ve recently gotten a promotion or new job that grants you access to restricted stock or restricted stock units (RSUs), you’ll need to understand how they work. Restricted stock plans provide employees with the right to obtain shares at one of three price points: fair market value, a discount, or no cost. The […]

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Thinking of Retiring Overseas? Considerations to Keep in Mind

Posted by Richard on

  Retiring in a foreign country is a dream shared by thousands of Americans. If you are thinking of enjoying your golden years in another country, be sure to understand the hurdles you may have to face. The following considerations will help you lay the groundwork for a smooth transition and avoid any unpleasant surprises […]

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Investing Overseas: A World Awaits

Posted by Richard on

  As global economic barriers diminish, investing internationally has become increasingly popular.1 Global markets can offer increased potential investment opportunities as well as potential risk reduction by providing additional diversification.2 Investing internationally has grown rapidly in recent years. The bias for investing only within our national borders is diminishing, as an increasing number of individual […]

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The Tax-Free Income Potential of Municipal Bonds

Posted by Richard on

  Municipal bonds (also known as “munis”) are fixed-income investments that can provide higher after-tax returns than similar taxable corporate or government issues.1 In general, the interest paid on municipal issues is exempt from federal taxes and may also be exempt from state and local taxes if they are purchased by residents of the issuing […]

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