Financial Advisor Insights

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 […]

Continue Reading

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 […]

Continue Reading

What Should You Do with Excess Cash?

by Darrow on July 11, 2017 in Financial Planning, Infographics, Investing
How much money should you keep in cash and what should you do with excess cash? If you have extra savings in the bank, you may be wondering whether you should invest the money or pay down debt. […]
Continue Reading

How Incentive Stock Options are Taxed

by Darrow on March 01, 2017 in Stock options, ISOs, Infographics

If you have incentive stock options (ISOs) it is important to understand how your equity compensation will be taxed. Holding ISOs through the end of the calendar year in which you exercised the […]

Continue Reading

How Non-Qualified Stock Options Are Taxed

by Darrow on November 17, 2016 in Stock options, Infographics, NQSOs

If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and what responsibilities you have to report the income. Managing equity […]

Continue Reading

Social Security Timing

by Darrow on July 27, 2016 in Retirement Planning, Infographics

Should you wait to claim Social Security benefits? From the ages of 62 to 70, Social Security payments increase a certain percentage for every year that the benefits are delayed. After you reach full […]

Continue Reading

How Your Brokerage Account is Taxed

by Darrow on May 13, 2016 in Infographics

Infographic: How is a brokerage account taxed?

Brokerage accounts (also called non-qualified accounts) are taxed differently than qualified retirement plans like a 401(k) or a 403(b). If you aren't […]

Continue Reading

How Saving Early Grows a 401(k)

by Darrow on May 09, 2016 in Infographics

Through the power of compounding, starting to save for retirement can pay off big later in life. To learn more about our retirement planning program, contact our retirement investment advisors today.

Continue Reading

Evaluate a Roth Conversion

by Darrow on April 20, 2016 in Infographics

Evaluate a Roth IRA Conversion (Infographic).

Whether you're considering a 401(k) rollover to a Roth IRA or converting a traditional IRA to a Roth, first understand the tax implications. It can be a […]

Continue Reading

3 Ways to Manage Your Stock Options

by Darrow on April 20, 2016 in Stock options, ISOs, Infographics, RSUs, NQSOs

Tips for managing equity-based compensation (Infographic). Managing stock options can be complicated and the tax implications significant.

To begin, what type of stock options do you have? Incentive […]

Continue Reading
Investment Risk Analysis

Get Weekly Articles