Key Takeaways Use caution when investing in new industries like the growing marijuana sector Learn the warning signs for fraud and scams, which can be common in rapidly growing niches Familiarize yourself with regulations and laws that can affect a company’s bottom line This industry has been called the wild west of investing, littered with […]

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Key Takeaways Develop a timing strategy for exercising options Set price and time targets for exercises and sales to make the most of your options’ potential  Exercise decisions should align with your personal financial goals and your company’s stock plan Stock options offer special potential benefits as compensation. Unlike salary, which is taxed when you […]

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Key Takeaways Managing expectations may help reduce your concerns about stock price volatility Monitoring volatility can help you gauge your comfort level with financial risk Adjust your asset allocations if necessary Stock compensation can make a big financial difference in your life. Meanwhile, for your company, it motivates employees and helps retain talent. It can […]

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Key Takeaways Understand the terms and conditions of your equity compensation  Establish goals for how you intend to use your award income  Create a plan for your award designed to pursue your goals Stock compensation can be valuable when it comes to your overall financial plan, but it’s critical that you fully understand your grants […]

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Key Takeaways Penny stocks usually trade under $5 per share, are thinly traded, and can be susceptible to manipulation Micro-cap stocks typically have market capitalization between $50 million and $300 million Micro caps aren’t highly correlated with the broader market and can offer diversification and other benefits, but also risk that can be greater than […]

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Key Takeaways Investor psychology offers insights that can help you make smart decisions with your stock compensation Create a financial plan, perhaps with an advisor, that includes hypothetical situations and how you’d respond Lay out your equity compensation investment plan before you’re under stress or pressure to make a decision Stock options, restricted stock units, […]

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Key Takeaways Consider both small startups and large tech firms in deep learning investment opportunities  Tech, health care, retail and marketing are among the many niches where deep learning’s role is growing Be aware that some investments in deep learning may carry more risk  You’ve probably heard of artificial intelligence (AI) and the innovative products […]

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Key Takeaways Restricted stock compensation may have special tax implications Be aware of your stock vesting schedule and its effect on your income tax bracket and rate Always keep your financial-planning goals firmly in mind Restricted stock and restricted stock units (RSUs) are simple in concept. You receive a grant of your company’s shares, subject […]

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Key Takeaways There are different risks to consider when investing in an IPO or a newly-public company Learn some key points to help you make more informed decisions when considering whether or not to invest in IPOs Our brains are wired to like new things, even when they aren’t necessarily better than the old. In […]

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Key Takeaways Learn how to identify stocks that fall within your circle of competence as well as ones that don’t Understand the steps involved to analyze and research an IPO you believe falls within your circle of competence “Buy what you know” is a common refrain you hear from some of the world’s most well-known […]

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