by Dan Haines | Oct 19, 2021 | Financial Planning, Investments
Over recent years, direct investing in rental properties has been a popular topic. One of the key attractions of rental properties is the idea of passive income – another source of income to complement your salary or business income that doesn’t involve a lot of...
by Dan Haines | Oct 11, 2021 | Financial Planning, Investments, Stock Compensation
Employee stock options can be a valuable part of a Stryker employee’s total compensation. They enable employees to benefit from the company’s upside and can create meaningful wealth. However, stock options are more complicated than just owning company stock and they...
by Dan Haines | Oct 11, 2021 | Financial Planning, Investments, Stock Compensation
Earlier this year, I met with a new client who had worked for Stryker for 10+ years. During that time, they had acquired a significant amount of stock options and RSUs. There was one issue, Stryker stock and options made up a huge part of their net worth and were...
by Dan Haines | Sep 14, 2021 | Financial Planning, Investments, Stock Compensation
Restricted Stock Units (RSUs) are a type of equity compensation reserved for employees. RSUs give employees ownership in the company they work for and allow them to participate in the company’s success. These RSUs can become very valuable and may represent a growing...
by Dan Haines | Jul 1, 2021 | Financial Planning
Roth IRAs are a popular savings tool, but their full potential is still underappreciated by many investors. Given their flexibility and optionality, Roth IRAs can be an important investment vehicle for both those starting out in their career and those starting to...
