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Helping you to reframe your financial decisions with foundational know-how.

What is an early exercisable stock option?
Investing
Gabriel Katzner

What is an early exercisable stock option?

An early exercisable stock option allows the employee to buy company stock before it fully vests. A private company or start-up may make this option available to its employees as

Investing
Gabriel Katzner

How Does a Margin Loan Work?

What does it mean to borrow on margin? A margin loan is a type of loan that some brokerage firms will offer that allows investors to borrow money using the

business man sitting by table in cafe
Stock Market
Gabriel Katzner

Stock Market Terms for a New Investor

Ready to start investing in the stock market? A stock market is a place where you can buy and sell shares of stock with the goal of buying at a

Digital animation of stock market prices passing by. 3d render abstract background stock market data on display. Financial stock market data tableau. Stock market indicators with floating data points.
Stock Market
Gabriel Katzner

Building a Diverse Portfolio

One of the most important steps to financial planning is thoroughly understanding your current financial situation, risk tolerance, and investment goals. A financial advisor can help you sort through your