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Month: April 2014

Understanding Employee Stock Option Plans

Posted on April 25, 2014 by Rachel Wagner
Smiling business man with computer

In the “dot com” boom years of the 1990s and early 2000s, many companies made liberal use of employee stock option plans (ESOPs) to both reward and retain valued staff, Continue Reading →

Posted in Investing

Balance Is Better – Make It Happen!

Posted on April 18, 2014 by Rachel Wagner
Thumbs Up

Balance is a word we hear tossed around a lot these days. We want work/life balance, which can reduce our stress levels; we try to eat balanced meals, thereby keeping our Continue Reading →

Posted in Investing

Is There Value in Value Investing?

Posted on April 11, 2014 by Rachel Wagner
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As volatility in the stock market continues, some investors may be tempted to buy on the dips. But this practice raises an important question: Is a low price by itself Continue Reading →

Posted in Investing

Life Insurance: What Kind Should You Get, and How Much Do You Need?

Posted on April 4, 2014 by Rachel Wagner
87966107

Do you need life insurance? If there are individuals who depend on you for support — financial or otherwise — you probably do. But, what kind, and how much? Included Continue Reading →

Posted in Insurance

What Happens If You Save for College

Posted on April 2, 2014 by Rachel Wagner
100804748

Reposted from the New York Times SHAILA DEWAN  MARCH 31, 2014, 10:14 AM   A recent Op-Ed article in The New York Times argued that the cost of college could easily be Continue Reading →

Posted in College Planning, Kids and Money

Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

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