Tag Archives: assets

Employee stock options are a great benefit. However, you'll need to understand the complexities of this investment option to make the most amount of money.

How to Get the Most Out of Your Employee Stock Options

In addition to your regular salary, your employer may grant you any number of benefits, from health insurance and employer matching of 401K contributions to stock grants and options. If you value investment planning, you should strategize about the best…Read More »

Employee stock option plans are a great way to attract qualified candidates. Before offering an employee plan, consult a professional advisor.

Employee Stock Options

Whether you are trying to attract executives or employees, offering stock options will help you draw and retain the best candidates. To take full advantage of your plan, however, it is essential that you consult a professional financial and investment…Read More »

When choosing an investment or financial advisor, don’t fall into these six traps. Find an advisor who shares the same personal or business goals and interests.

6 Worst Ways to Choose an Investment Advisor

Whether it is your first time using a financial advisor, or whether you feel like it’s time for a change, it is essential that you find an advisor who feels more like a business partner. Finding the right investment advisor,…Read More »

The world of financial professionals’ titles can be difficult to navigate. Learn what various designations actually mean and how our qualified team can help you.

Money Masters: What Financial Professionals’ Titles Actually Mean

If you’ve ever tried to look for a financial professional to help you manage your money, you’ve probably come across a myriad of job titles. You might find the website for an Investment Advisor, see a television advertisement for a…Read More »

To safeguard your hard earned money and valuable possessions, you need to create an asset protection plan. Lowery Thomas can tailor one to your needs.

Asset Protection: What is it and Why Do You Need it?

The old adage “an ounce of prevention is worth a pound of cure” holds true when it comes to the topic of asset protection. Before you even realize what’s happening, creditors could be at your door, using the law to…Read More »