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What’s a Great Stock to Buy Now?

August 19, 2021

What’s a Great Stock to Buy Now? I get this question a lot when people I meet hear that I am in wealth management.  No doubt they are expecting me to reply with a name such as Apple, Amazon, Tesla or the hot stock du jour.  My typical reply, anticlimactic though it is, usually sounds […]

Buckhead Capital – Quarterly Commentary for Second Quarter 2021

August 4, 2021

Highlights Adding to its 6.2% gain in the first quarter, the S&P 500 returned 8.6% in the second quarter. Growth stocks outperformed value stocks by 6.9% in the quarter. The broadest measure of the fixed income markets returned 1.8% as interest rates fell. Inflation surged, with the Consumer Price Index rising at a 5.0% rate […]

Is Employer Life Insurance Enough?

July 19, 2021

The answer is probably no. In most employer life insurance plans, the death benefits offered are usually close to one year’s salary. If you are a highly compensated individual, you may be lucky and have coverage that is a multiple of your annual salary – typically anywhere from 2 to 5 years. But let us […]

What is a Restricted Stock Unit? And How Does It Compare to My “Regular” Stock Options?

July 6, 2021

Restricted Stock Units (RSUs) are shares of company stock promised to employees upon completion of certain performance or tenure metrics. They are simply another form of compensation awarded by employers to incentivize the employee’s loyalty and efforts towards growing the company. In practice, RSUs are awarded almost exactly like employer stock options. Either at the […]