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Investing Archives | Sachetta

Sharing Financial Planning Lessons with the Next Generation

Careful financial planning protects and grows your money throughout your life, while careful estate planning allows you to pass your wealth and property to the next generation. The money that you worked to earn […]

Ask Your Advisor About the Investment Trend You Read About

If you’d been scrolling through investment posts on Reddit last January and ended up in the WallStreetBets subreddit, you might be a multi-millionaire today. Amateur investment analysts who participated in the online community realized […]

ESG Investing Is On the Rise: What it Looks Like in 2022

Risk and ROI are always going to drive investment decisions. But more and more, people are considering the social and environmental impact of their investment dollars. Environmental, social and governance investing is something that […]

What You Need to Know Cryptocurrency (and Taxes) Before Investing

If you could time-travel back to mid-2011 and buy 100 bitcoin for about $1 apiece, your investment would be worth tens of millions of dollars in 2021. Cryptocurrency has had a meteoric rise over […]

Incentive Stock Options (ISOs) vs. Non-Qualified Stock Options (NSOs): Understanding Employee Stock Options

When you’re new to employee stock options, there’s a lot of — sometimes confusing — information to absorb before you can make any decisions. The difference between incentive stock options and non-qualified stock options […]

Why You’re Better off Working With a Financial Planner Than Investing Alone

Now that there’s an app for everything, you can change your investment portfolio in about as much time as it takes to order a pizza. It’s never been easier to invest alone—which means it’s […]

How to Think About Employee Stock Options as Part of Your Financial Future

Many people don’t know quite how employee stock options fit in with their larger financial goals. On one hand, you might prefer to have a bigger paycheck today than be given an offer that […]

Investing Advice for Young Professionals

As you start to climb professionally, putting money into investments lets you start to climb financially, too. Investing wisely at the start of your working life is one way to help have the option […]

Is Your Investment Strategy Working For You?

There are certain things you remember to do each year. You go for your annual physical, have your teeth cleaned and meet with your tax accountant. You renew your insurance policies and get your […]

What Near-Retirees Need to Know About Investing Today

A lot changes when you retire. Your morning alarm might get pushed back, and your daily routine will certainly shift. You might become a little more cautious about how you spend your money and […]