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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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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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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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. […]
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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 […]

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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 […]

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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 […]

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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 […]

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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.

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Evaluate a Roth Conversion

by Darrow on April 20, 2016 in Infographics

Evaluate a Roth IRA Conversion (Infographic)

401(k) Rollover to Roth IRA

A Roth IRA can offer many unique benefits, but a complete analysis should be done prior to the Roth conversion. Some of the […]

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