Day: January 3, 2023

Employee Stock Purchase Plan
Employee Stock Options
Ken Hargreaves, CFP®, AIF®, AWMA®, CRPC®

ESO Alternatives (Part 2)

In our last article on Employee Stock Option Alternatives, we went into Restricted Stock Units and Stock Appreciation Rights, both of which are excellent alternatives

Read More »

Free Resources

Our Blog

Insightful articles that reflect our low-cost, "stay the course" investment philosophy.

Our Videos

Free videos that cover complex topics in an easy-to-digest explainer style.

Choose your advisor

Ken Hargreaves - Wealth ManagerKen Hargreaves - Wealth Manager

Ken Hargreaves
CFP®, AIF®, AWMA®, CRPC®

Founder, Wealth Manager
Shane Klemcke - Wealth ManagerShane Klemcke - Wealth Manager

Shane Klemcke
CRPC®

Wealth Manager