Category: Investment Ideas

13 Sep

Blog, Financial Planning, Investment Ideas, Tax Planning

Tax Planning Strategies for Small Business Owners: The Value of a Financial Advisor

September 25, 2024
By Zack Armstrong

Tax planning is one of the most important aspects of managing a small business. With the complexity of tax laws and the ever-changing r...

24 Jul

Blog, Financial Planning, Investment Ideas

Using 529 Plans for College Savings: Pros and Cons

August 19, 2024
By Zack Armstrong

Planning for your child's college education can feel overwhelming, but starting early with a 529 plan can make a significant difference...

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

As a financial advisor holding both Certified Financial Analyst (CFA) and Certified Public Accountant (CPA) designations, I have a uniq...

30 Mar

Blog, Estate Planning, Investment Ideas, Tax Management

Windfall Wisdom: Strategies for Minimizing Tax Burden on Large Inheritances

July 14, 2024
By Zack Armstrong

Inheriting a significant amount of money can provide financial security and open new opportunities. It also has potential tax implicati...

29 Feb

Blog, Estate Planning, Investment Ideas

The Pros and Cons of Restricted Stock Units

July 14, 2024
By Zack Armstrong

In the realm of employee compensation, Restricted Stock Units (RSUs) have become increasingly popular. These equity awards are often of...

30 Jan

Blog, Financial Planning, Investment Ideas

Maximize Your Nest Egg: Find the Right Retirement Advisor

February 12, 2024
By Zack Armstrong

Planning for retirement can be a challenging exercise. Finding the right financial advisor can make all the difference in pursuing your...

14 Dec

Blog, Financial Planning, Investment Ideas

Wealth Transfer Strategies: How to Find the Right Advisor

September 13, 2024
By Zack Armstrong

Wealth transfer is a critical aspect of financial planning if you want to ensure your assets are transferred seamlessly to the next gen...

14 Dec

Blog, Financial Planning, Investment Ideas

Evidence-Based Investing: A Guide to Smart Financial Choices

March 29, 2024
By Zack Armstrong

As an investor, you’re inundated with information about many different investment strategies, from day trading and stock picking to lon...

14 Dec

Blog, Financial Planning, Investment Ideas

The Ultimate Guide to Finding the Perfect Financial Advisor

September 13, 2024
By Zack Armstrong

Having the right financial advisor can make all the difference when managing your finances and investments. What if your financial a...

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

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...