Below are ten financial decisions you need to address before you retire. It is a good starting point for most pre-retirees but does not take into account your unique circumstances, lifestyle, or wishes. You will want to contact your financial advisor about specifics. Aim to revisit most of these plans on a regular basis throughout retirement.[Read more…] about Ten Financial Decisions To Make Before Retirement
Updated for 2018
You need to consider two criteria when deciding whether to take your Long-Term Incentive Program LTIP awards as stock options or as Restricted Stock Units (RSUs).[Read more…] about Guide To Choosing Between Procter & Gamble LTIP Stock Options and RSUs
In case you missed it, Trian Partners, an activist investor, has mounted a proxy contest with Procter & Gamble. Their goal is to force Nelson Peltz onto P&G’s Board of Directors where he claims he will more capably lead the company. I am including a link to Nelson Peltz’s Wikipedia page where you can find a relatively neutral history of Mr. Peltz’s corporate dealings.[Read more…] about How We’re Voting Procter & Gamble Proxies in Lieu of the Trian Proxy Contest
Many investors are completely unaware of the amount of inherent risk in their investment portfolios. My job is to make sure you aren’t caught unprepared for the next gut-wrenching market correction. Now is the time to ask the question “How far can your investments drop in the next market correction?”[Read more…] about How Far Can Your Investments Drop?
The following are ten core beliefs that we are convinced are crucial to you becoming a better investor. These beliefs make up our investment philosophy and drive our investment methodology.[Read more…] about Ten Beliefs That Make You A Better Investor
As Procter & Gamble stock’s price increases, we get questions from people about when and how to diversify their Profit Sharing Trust (PST) and 401(k) accounts. We thought it might be helpful to publish some information about how we guide our clients through diversifying their retirement accounts at Procter & Gamble.[Read more…] about How to Diversify Your Procter and Gamble PST and 401(k)