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Should You Sell Shares in Your Company's Tender Offer?
Employees must understand how a tender offer works, how they will be taxed on share sales, what should drive their decision making, and how best to improve diversification with the proceeds.
Kyle Johnston, CFA
Mar 245 min read


The Risks of Leveraged ETFs
Volatility decay, magnified downside risk, and long-term results that do not match the "X" return being advertised
John Gates
Feb 18, 20254 min read


The Fed Cut Rates.. But the 10 Year and Mortgage Rates are Rising Again?
The Fed may be cutting short-term rates, but that doesn't necessarily mean mortgage rates will follow.
Kyle Johnston, CFA
Oct 31, 20244 min read


What Should I Do with My Company Stock? A Framework For Managing Stock-Based Compensation
Questions to think about when making decisions with your equity compensation.
Kyle Johnston, CFA
Oct 3, 20231 min read


Consistency + Discipline = Success
Stay consistent, stay disciplined, come out on top.
Kyle Johnston, CFA
Sep 20, 20234 min read


Year-End Personal Finance Action Items
While there are only a few days left in 2022, there is still time to take actions to improve your financial setup heading into the New...
Kyle Johnston, CFA
Dec 29, 20224 min read


Managing Your Equity Compensation
Managing your equity compensation can be a burden, we can help you achieve successful outcomes.
Kyle Johnston, CFA
May 13, 20225 min read


6 Things To Remember for 2021
The ups and downs of the market during 2020 have been fast, unpredictable, and sometimes hard to fathom.
Kyle Johnston, CFA
Dec 28, 20204 min read


What are the Advantages of Investing in a 529 Plan?
By saving and investing for college through a 529 plan, benefits can be realized by both the plan beneficiary and the plan owner.
Kyle Johnston, CFA
Dec 1, 20204 min read


Stock Returns and Presidential Elections
Financial media is abuzz with articles analyzing the coming impact of the presidential election on the market - should you pay attention?
Kyle Johnston, CFA
Sep 18, 20202 min read


How Can a Health Savings Account Boost My Savings?
Health Savings Accounts (HSAs) can be a great tool for many individuals looking to bolster their personal finances.
Kyle Johnston, CFA
Jul 29, 20203 min read


How Should I Invest a Lump Sum?
Do you invest it all today? Do you invest it gradually every week, month, or quarter until the investment is completed?
Kyle Johnston, CFA
Jun 19, 20203 min read


Your Best Chance At Long-Term Investment Success
The impact of savings rates and investment rates of return.
Kyle Johnston, CFA
May 14, 20203 min read


What Should You do During a Stock Market Downturn?
You cannot call the bottom, but you can buy stocks when they are significantly cheaper than they were just a week or two ago.
Kyle Johnston, CFA
Mar 20, 20203 min read


How do Stock Returns Vary Over Different Lengths of Time?
It is impossible to anticipate the next market crash but even if it begins tomorrow your long term returns will very likely be positive.
Kyle Johnston, CFA
Mar 5, 20202 min read


2019 In Review
A look back on 10 important stories in the markets over the course of the year.
Kyle Johnston, CFA
Jan 7, 20204 min read


Student Loan Refinancing
Lowering the interest rate and lifetime cost of your student loans.
Kyle Johnston, CFA
Dec 23, 20193 min read


Target-Date Funds
The what, why, and how of Target-Date Funds.
Kyle Johnston, CFA
Oct 9, 20193 min read


Understanding and Maximizing Your Credit Score
Knowing the components of your credit score is the first step to maximizing it.
Kyle Johnston, CFA
Jul 11, 20193 min read


Retirement Accounts and Strategies for Young Investors
The different types of retirement accounts.
Kyle Johnston, CFA
May 16, 20194 min read
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