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If you work for a company that offers stock options, a discounted stock purchasing program, or some other type of equity compensation, how do you decide whether it’s the right choice for you?

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For employees of both public and privately held companies, equity compensation such as stock options or co-ownership can create a significant opportunity to grow wealth. However, participating in this type of award plan also carries some financial risk and requires careful management.

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The post First Quarter 2020 Update on the Markets appeared first on Mercer Advisors.

As doctors and scientists worldwide race to develop effective treatments and a vaccine for COVID-19, U.S. lawmakers are working to counter the economic hardship from this crisis. In March, U.S. households and small businesses started receiving financial help through the $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act.

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Sparked by millennials and others seeking to back companies that create positive environmental, social, and economic change, the volume of U.S. assets targeted toward socially responsible investing (SRI) approached $12 trillion by the end of 2018. How should investors consider as they approach this fast-growing SRI realm?

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