Stock Options

  • Exchange-Traded Funds: Do They Belong in Your Portfolio

    by Joseph Caputo  Chief Information Officer & Associate Portfolio Manager Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiency and relatively low cost have attracted investors who like… Read More

  • The Oil Price Slide

    A review of the S&P 500 Index’s returns by sector over the last one, three, six, and 12 months, as well as year-to-date, shows that energy has easily been the worst performer over all periods. In fact, while the energy… Read More

  • Employee Stock Options: When to Cash In

    Employee stock options are a very valuable form of employee compensation. They are also one of the most complicated. To develop a strategy for cashing them in, you must consider many factors, including the tax consequences of exercising, the outlook… Read More

  • Tax Pitfalls for Employee Stock Options

    The growth of employer-sponsored stock options programs has increased the need for employees to understand their stock options and the associated investment, tax and portfolio diversification issues. So, what is a stock option? It is the right to buy a… Read More

  • Your Options on Employee Stock Options

    Does this sound like you? You work for a company that is in an aggressive growth stage. Your employer recognizes the need to retain key employees. So, the company puts an incentive stock option program in place. You get a… Read More