by Landon Loveall | Nov 22, 2022 | Investing, Stock Options
One of the trends I’m seeing this year is new clients who think they need a 10(b)5-1 plan. In discovery calls, they’ll tell me it’s something they want help with. Then, when they become a client and list out their top three questions, one of them is inevitably about...
by Landon Loveall | Apr 7, 2022 | Financial Planning, Investing
In the past, SMA investing (separately managed accounts) was only available to the already-wealthy. If you wanted a separately managed account in previous decades, you might have to scrape up tens of millions of dollars just to get one established… …And, needless to...
by Landon Loveall | Mar 3, 2022 | Investing
We’ve seen two big pieces of financial news hugging the headlines recently: 1) The NASDAQ is in correction. 2) The recent inflation trend is more than likely here to stay. And if you’re a startup founder, you might be starting to sweat. Why? Since the NASDAQ holds the...
by Landon Loveall | Dec 21, 2021 | Employee Stock Options, Financial Planning, Investing
In this article we’ll talk about how individual investing has evolved over time, and why Separately Managed Accounts (SMAs) could very well be the future of personalized investing. Especially when you consider the recent decrease in their investment...
