Financial Advisor Insights

Incentive Stock Options vs Non-Qualified Stock Options

by Darrow on October 24, 2017 in Stock options, ISOs, Infographics, NQSOs

What's the difference between ISOs and NSOs? Although there are some key differences to be aware of, non-qualified and incentive stock options also have a lot in common. For employees, stock options […]

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New IRS Contribution Limits for 2018

by Darrow on October 19, 2017 in tax planning, Financial Planning

The IRS has released the 2018 contribution limits. There are numerous cost of living adjustments to make note of. 

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The 4 Biggest Money Mistakes New Parents Make

New parents and expecting couples undoubtedly have a lot on their mind. In all likelihood, the costs of raising a child and how to financially prepare for a baby are two of them. These financial […]

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SEP IRA vs Solo 401(k)

by Darrow on September 26, 2017 in Retirement Planning, Business owners, Investing

Updated for 2018. Self-employed business owners have a few options when it comes to saving for retirement. The most common retirement plans for small business owners are the SEP IRA and Solo 401(k), […]

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Stock Options Explained

Stock options or awards can be quite complex. Whether you're just starting out and looking to understand what stock options are or you're ready to develop a strategy for your equity compensation, the […]

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Where to Invest After a 401(k)

by Darrow on September 06, 2017 in Retirement Planning, Infographics, Investing

Contributing the maximum amount to your 401(k), 403(b), or other employer-sponsored retirement plan should be a goal for many investors. Once you achieve it, the question then becomes: where to […]

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How to Diversify Your Investments

Proper diversification of your investments requires more than just holding a diversified portfolio. If you're wondering how to diversify your investments, consider every asset you own as one […]

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What Happens to Stock Options After a Company Goes Public?

by Darrow on August 08, 2017 in Stock options, ISOs, RSUs, NQSOs, Diversification

Whether you work for a company that is pre-IPO or has recently gone public, you may be wondering what that means for your stock options or restricted stock units. The truth is, there are many […]

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How to Manage Your Investments

Like many things in life, managing your own investments becomes more complex as you get older. For young professionals just starting out, it often makes sense to do the required research and […]

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Does Conventional Investing Even Work?

by Darrow on July 18, 2017 in Infographics, Investing

The conventional (or active) approach to investing is based on the belief that skilled stock-pickers and forecasters can beat the market and pick "winners" with such frequency that the returns […]

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Investment Risk Analysis

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