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Stocks

Is Diversification Still The Best Strategy?

by
Rick Miller
Ph.D., CFP® - Founder

May 25, 2021

To represent diversification as an investment strategy, the picture shows many toy cars of different types and colors.

With the FAANG stocks getting all the headlines, should we stick with them or is diversification still the best investment strategy?

What’s the difference between Restricted Stock Units (RSUs) & Restricted Stock Awards (RSAs)?

by
Josh Trubow
MSFP, CFP® - Senior Financial Advisor

September 26, 2019

Both RSAs and RSUs are employer plans designed to reward and retain employees by offering additional compensation in the form of company stock. This article will help you understand the key differences between the plans and learn about potential tax saving strategies.

Employee Stock Purchase Plans (ESPPs): Understanding and maximizing a great employer benefit you may be missing out on

by
Josh Trubow
MSFP, CFP® - Senior Financial Advisor

October 29, 2018

In this installment of my series on employee benefits, I will cover employee stock purchase plans (ESPPs), which offer the ability to purchase employer stock through payroll deductions. Only about 30% of eligible participants take advantage of these plans, and on average, those who don’t participate miss out on over $3,000 per year[1]. You might [Learn more…]

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Recent Posts

The picture shows a college campus and students because the article is about FAFSA.

The FAFSA Simplification Act and Financial Aid

The FAFSA Simplification Act makes adjustments to the FAFSA. How will it affect your college student and their financial aid?

The picture shows an older couple hiking on a beautiful day to represent retirement and the SECURE Act.

The SECURE Act 2.0 and Retirement

The SECURE Act 2.0 builds on the initial SECURE Act of 2019, changing the retirement planning space, and increasing retirement flexibility.

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authors

Rick Miller
Sensible Staff
Frank Napolitano
Rick Fine
Josh Trubow
Chris Andrysiak
Marie St. Clare
Laura Williams
Gyb Spilsbury
Chuck Luce
Aimee Plouffe Polley

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This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

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