19 Apr Blog, Financial Planning, Investment Ideas, Tax Management Optimizing Tax Efficiency: How CFAs and CPAs Craft Comprehensive Strategies April 25, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram As a financial advisor holding both Certified Financial Analyst (CFA) and Certified Public Accountant (CPA) designations, I have a uniq...Continue reading
30 Mar Blog, Estate Planning, Investment Ideas, Tax Management Windfall Wisdom: Strategies for Minimizing Tax Burden on Large Inheritances April 23, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Inheriting a significant amount of money can provide financial security and open new opportunities. It also has potential tax implicati...Continue reading
29 Feb Blog, Estate Planning, Investment Ideas The Pros and Cons of Restricted Stock Units March 12, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram In the realm of employee compensation, Restricted Stock Units (RSUs) have become increasingly popular. These equity awards are often of...Continue reading
30 Jan Blog, Financial Planning, Investment Ideas Maximize Your Nest Egg: Find the Right Retirement Advisor February 12, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Planning for retirement can be a challenging exercise. Finding the right financial advisor can make all the difference in pursuing your...Continue reading
14 Dec Blog, Financial Planning, Investment Ideas Wealth Transfer Strategies: How to Find the Right Advisor in Grand Rapids March 29, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Wealth transfer is a critical aspect of financial planning if you want to ensure your assets are transferred seamlessly to the next gen...Continue reading
14 Dec Blog, Financial Planning, Investment Ideas Evidence-Based Investing: A Guide to Smart Financial Choices March 29, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram As an investor, you’re inundated with information about many different investment strategies, from day trading and stock picking to lon...Continue reading
14 Dec Blog, Financial Planning, Investment Ideas The Ultimate Guide to Finding the Perfect Financial Advisor in Grand Rapids, MI March 29, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Having the right financial advisor can make all the difference when managing your finances and investments. What if your financial a...Continue reading
26 Oct Blog, Financial Planning, Investment Ideas The Importance of Ongoing Monitoring and Adjustments in Investment and Financial Planning March 29, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Investment planning is a crucial aspect of financial planning. However, it's not a one-and-done process. Here’s why. The Goals of I...Continue reading
26 Oct Blog, Financial Planning, Investment Ideas The Benefits of Collaborating with a Qualified Financial Advisor for Your Investments March 29, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Investing is a crucial – and much misunderstood -- aspect of securing a prosperous financial future. While some have the time and know-...Continue reading
30 Sep Blog, Financial Planning, Investment Ideas, Market Timing Smart Investing in Turbulent Times: Strategies to Preserve and Grow Your Wealth March 29, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Economic turbulence can be a source of anxiety as well as a window of opportunity. For the informed investor, turbulent times present o...Continue reading