Dan Goldie Client Letter: May 2019

In this month’s video for clients of Dan Goldie, he discusses stock options, restricted stock units and other forms of equity compensation as incentives for employees of companies who have recently entered the IPO space.

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The opinions expressed by individual advisors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2019, Buckingham Strategic Wealth®

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Dan Goldie, CFP®, CFA®

With no clients or assets under management, Dan became an independent financial advisor in 1991. What he did have was a lifelong drive as a self-starter and the motivation to help people achieve financial security. Throughout his career, Dan has used that passion to become a prominent voice in the financial planning industry and help change the way many people invest.

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