Loading...
Women of Clarity Resources2019-12-06T17:10:04+00:00
Sign Up For Our Women of Clarity Newsletter

The Risk of Concentrated Stock vs. The Power of Diversification

"To the moon!” This has been the battle cry for speculative investors in recent years as they watched the vast array of cryptocurrency, meme stocks, and shares of fortune 500 companies continually push higher. However, in the frenzy to capitalize on the overly enthusiast market environment, many investors found themselves taking on increasing risk in one (or a handful) of individual stocks, coins, etc.

Understanding Net Unrealized Appreciation (NUA)

by: Mariella Foley, CFP®, ADPA®, CDFA®   Employees of publicly traded companies often have the option of purchasing company stock in their 401(k) accounts.  Over the years, these scheduled stock purchases can result in accumulating a significant amount of company stock in a 401(k) account that could also [...]

A Time For Bonds? Mid-Year 2022 Fixed Income Assessment: A Turbulent Transition

by: Steven P. Saunders, CFA, CAIA   Market Summary As we enter the second half of 2022, investors are hard pressed to see any clearing in the preverbal storm to hit markets. Stubbornly high inflation initially triggered by the pandemic has yet to improve as the war in [...]

By |July 14th, 2022|Categories: Blog, Investing|Tags: , , , , , |

The Risk of Concentrated Stock vs. The Power of Diversification

"To the moon!” This has been the battle cry for speculative investors in recent years as they watched the vast array of cryptocurrency, meme stocks, and shares of fortune 500 companies continually push higher. However, in the frenzy to capitalize on the overly enthusiast market environment, many investors found themselves taking on increasing risk in one (or a handful) of individual stocks, coins, etc.

Understanding Net Unrealized Appreciation (NUA)

by: Mariella Foley, CFP®, ADPA®, CDFA®   Employees of publicly traded companies often have the option of purchasing company stock in their 401(k) accounts.  Over the years, these scheduled stock purchases can result in accumulating a significant amount of company stock in a 401(k) account that could also [...]

A Time For Bonds? Mid-Year 2022 Fixed Income Assessment: A Turbulent Transition

by: Steven P. Saunders, CFA, CAIA   Market Summary As we enter the second half of 2022, investors are hard pressed to see any clearing in the preverbal storm to hit markets. Stubbornly high inflation initially triggered by the pandemic has yet to improve as the war in [...]

By |July 14th, 2022|Categories: Blog, Investing|Tags: , , , , , |

Medicare: Understand Your Options and Meet the Deadlines

Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into one of the categories above, I’m sure you know someone who does… so keep reading!

6 Ways to Become Your CPA’s Favorite Client This Tax Season

6 Ways to Become Your CPA’s Favorite Client This Tax Season in 2021 Establishing a good relationship with your accountant can result in a number of benefits including faster turnaround times, lower fees, and better proactive planning. Becoming your accountant’s favorite client this tax [...]

By |March 29th, 2021|Categories: Taxes, Women Of Clarity, Women of Clarity|Tags: , |

5 Financial Issues Only Women Face

Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read the full article: 5 Financial Issues Only Women Face [...]

The Marital Home in Divorce – Emotions vs. Economics

As someone contemplates divorce, one of the most common concerns, after custody of the children is whether either spouse will be able to continue living in the marital home.  Most likely, the home has significant emotional meaning.  It could represent heartfelt memories of raising your family during happier times [...]

By |April 11th, 2017|Categories: Divorce, Women of Clarity|Tags: , , |

Understanding Net Unrealized Appreciation (NUA)

by: Mariella Foley, CFP®, ADPA®, CDFA®   Employees of publicly traded companies often have the option of purchasing company stock in their 401(k) accounts.  Over the years, these scheduled stock purchases can result in accumulating a significant amount of company stock in a 401(k) account that could also [...]

Cash Balance Plans

A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.

Financial Lessons Learned from the Pandemic

Financial Lessons Learned from the Pandemic Spring is here, schools are open again and sports are coming back – it is beginning to feel more like “normal”! Covid-19 turned our world upside down, shutting down our nation’s businesses and forcing our families to learn [...]

Financial Lessons Learned from the Pandemic

Financial Lessons Learned from the Pandemic Spring is here, schools are open again and sports are coming back – it is beginning to feel more like “normal”! Covid-19 turned our world upside down, shutting down our nation’s businesses and forcing our families to learn [...]

Go to Top