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Minimize Risks for ESOP Participants
While company stock is a good source for saving toward retirement, it should not be your only source.
Peter Newman, CFA®
Apr 15, 20214 min read


Employee Wealth Grows with ESOP
The ESOP is designed to benefit employees who remain the longest and contribute the most to an employer’s success.
Peter Newman, CFA®
Apr 8, 20213 min read


The What, Why, How, and When of ESOP Ownership
Continue learning more about ESOP diversification and distribution by reading Demystifying the Diversification of Your ESOP Holdings.
Peter Newman, CFA®
Apr 1, 20214 min read


Savvy 60’s: Prepare for Your Go Go Years in Retirement
If you are in your 60’s and planning to retire or change jobs, here are six tips to prepare for your Go-Go Years.
Peter Newman, CFA®
Mar 25, 20214 min read


Fabulous 50s: Preparing for Retirement Success
If you missed out on becoming a multi-millionaire overnight with GameStop, chances are you may still need some investment advice.
Peter Newman, CFA®
Mar 18, 20214 min read


Grow Wealthy with Compounded Returns
During your 40’s, sock away as much cash as possible in savings and investment accounts gives you time for compounded returns.
Peter Newman, CFA®
Mar 11, 20215 min read


Invest in Your Story: 7 Accounts to Optimize Saving
A long term investment strategy is a plan for your future. It aligns with the chapters of your memoir yet to be lived.
Peter Newman, CFA®
Mar 4, 20214 min read


5 Simple Rules for Eating Heart Healthy
There are 5 rules to eating a heart healthy diet: focus on fiber, reduce fats, limit sodium, manage portions, and cook at home more often.
Peter Newman, CFA®
Feb 25, 20216 min read
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