This model ensures continuity of service, depth of expertise, and a commitment to putting clients' interests first.

Editor’s note: This is part three of a six-part series in which Peter Newman, CFA, of Peak Wealth Planning, explains the benefits of employee ownership for the U.S. workforce. There are more ...

Some workers invested in the employee stock ownership plan at Vermont Information Processing will receive millions when it's ...

Employee Stock Ownership Plans (ESOPs) Definition: A trust set up by a company to allot some of its stock to its employees over time. Used as an employee incentive, the plan often provides tax ...

Editor’s note: This is part one of a six-part series in which Peter Newman, CFA, of Peak Wealth Planning, explains the benefits of employee ownership for the U.S. workforce. There are more than ...