Financial Advisor Insights

Does Conventional Investing Even Work?

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?

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

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

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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How Your Brokerage Account is Taxed

by Kristin McFarland, CFP® 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 Kristin McFarland, CFP® on May 09, 2016 in Infographics

Through the power of compounding, starting to save for retirement can pay off big later in life. For many new investors, using a 401(k) retirement plan at work is often the best way to start. 

To […]

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Evaluate a Roth Conversion

by Kristin McFarland, CFP® 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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3 Ways to Manage Your Stock Options

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 […]

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Are You a Comprehensive Financial Planner?

by Kristin McFarland, CFP® on March 18, 2016 in Infographics
Are you a comprehensive financial planner? (Infographic) The importance of financial planning, saving, budgeting, and investing. How being financially responsible can improve the quality of your life.
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How Prepared Are Couples for Retirement?

by Kristin McFarland, CFP® on March 01, 2016 in Infographics

How prepared are couples for retirement? (Infographic) Ask our retirement wealth advisors about comprehensive financial planning for retirement.

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