Do you work for a company that issues Restricted Stock Units (RSU)? If you do, then you may be wondering if you should hold or sell and the answer isn’t exactly clear. In the case of RSUs, timing, tax liability, and your risk exposure are important factors to consider. RSUs are company stock typically issued to employees after they have reached milestones whether that’s completing a...
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When it comes to understanding why we make investment recommendations, the key for the Thimbleberry Financial team is communication so that we can put the financial puzzle together for our clients. From our initial meeting, we’re getting to know each other, exploring financial planning needs and wants, discovering financial planning goals, and discussing expectations. Once you’re a client, we will check in with you periodically to...
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Not all investments are the same and neither are the fees associated with investing. At Thimbleberry Financial, we’re committed to giving you all the information you need to make your investment decisions. If we’re recommending an investment, we will explain how the investment works, how much it costs, and how it impacts your long and short-term financial goals. Every financial plan is different. Your financial plan is designed...
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How do you feel about risk when it comes to investing? In my experience, when the markets are up, my clients tend to be less risk-averse than when the markets are down. Being risk averse isn’t bad. In fact, understanding them and their risk aversion is a big part of how I minimize risk for my clients. What is risk aversion? Risk aversion is simply how a...
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