Simplifying RSUs and RSAs
Equity compensation helps with giving employees some incentive that aligns with company goals. It gives the employee a bit of ownership in the company. The method of compensation can vary,…
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Tapping Home Equity: Refis and Loans
Cash-out refinancing and home equity loans are two options you can use when taking a lump sum out of your home’s equity. These are both loans, so you’ll immediately start…
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Tapping Portfolio Equity: Box Spreads
Have you looked at a piece of property and thought: “I would totally buy that, if only interest rates were lower”? How about when the market is in the midst…
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Tapping Home Equity: HELOCs
A home equity line of credit (HELOC) is a credit line backed by your home. Like all other lines of credit, you only pay interest on the amounts you withdraw….
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Tapping Home Equity: Reverse Mortgages
People approach retirement with a wide range of circumstances. One of these circumstances is where the potential retiree has a large part of their net worth sitting in their primary…
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Lender Sold Your Mortgage? What to Do
You buy a house, and not-so-long after you get a notice that your mortgage is being sold. What now? Don’t Panic Lenders sell your mortgage to other institutions when they…
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Where to Keep a Large Cash Balance
Let’s say you’re running a portfolio strategy where you have to maintain a large cash balance. This could be because the rest of your assets are in riskier investments, you’re…
