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Our Insights2021-03-08T19:47:52+00:00

Checking Things Twice This Holiday Season

As advisors, we hear many stories about phone scams, identity theft, and cyber fraud, especially around the holidays. As we head into the final weeks of the year, we thought we would follow up with another reminder about staying alert to avoid potential scams. So, with many of us holiday shopping or needing to check online accounts as we take care of year-end to-do items, here are some important tips to remember:

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The ABCs of RSUs (Restricted Stock Units)

Do you work for an employer that granted you restricted stock units (RSUs)? This form of non-cash compensation has become increasingly popular among start-ups and Fortune 500 companies alike that are using RSUs to lure new hires and retain senior executives to create a culture of ownership. As employers continue to grant fewer stock options than in years past, the granting of RSUs is becoming more common.

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