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Financial Planning

Spring Cleaning — Put Your Financial House in Order

April 10, 2019
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As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a Balanced Investment Groundwork Does your…

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Why Losses Hurt More than Gains Feel Good: Part 1. When 1 Doesn’t Equal 1

March 26, 2019
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Written by Bruce Yates, Financial Advisor and Founding Shareholder Many investors assume that as long as they are right more times than they’re wrong, they will end up with good results. That is a logical assumption. If you buy three stocks in succession, for instance, and two of them produce big gains, and only one…

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Don’t Retire; Just Stop Stressing

March 20, 2019
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By Matt Boelter, Financial Advisor and Shareholder The post-retirement phase of your life is supposed to be a time when you embrace relaxation and reduce stress as much as possible.  It is an opportunity to enjoy life without the worries that the daily grind of work entails.  However, for many, working provides such structure and…

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8 Mistakes to Avoid When Choosing a Financial or Tax Adviser

December 4, 2018

Written by Adriel Tam, CEO, and Bruce Yates, Financial Advisor. Original article posted on Market Watch here.

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Concentrated Stock Positions Series, Part 2: Restricted Stock Units (RSUs)

December 3, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got restricted stock from your employer . . . now what? Restricted Stock Units (RSUs) have become an increasingly popular corporate benefit over the past decade.  Companies recognize that their stock can effectively attract and retain talented employees.  As part of a compensation package, therefore, your…

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Concentrated Stock Position Series, Part 1: Employee Stock Option Plans (ESO Plans)

November 26, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got stock options from your employer . . . now what? Employee stock option plans (ESO plans) have been around for a few decades now.  They are an employee benefit plan through which companies offer employees “options” to buy shares of the employer stock at a…

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What Will Retirement Look Like for You?

October 8, 2018
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Written by Mark Jaeger, CFP® For most of the last century, people either worked their entire lives (as long as they were physically able) or else they “retired” at around age 65 and lived out their few remaining years at home in rest and relaxation.  Today, retirement is different.  People commonly live 20 or 30…

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What to do if you have too much cash

September 27, 2018

Written by Matt Boelter, Financial Advisor. Original article posted on Market Watch here.

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Tax & Estate Planning with Charitable Trusts

September 10, 2018
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Written by Bruce Yates, Financial Advisor & Doug Custer, CFP® Investment assets have two primary benefits: the income they produce, and their hopefully increasing value.  With Charitable Trusts, charitably inclined investors can support their chosen charity or foundation by donating one of these two components (principal or income), while retaining the other for themselves or…

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Optimizing the Tax Impact of Charitable Giving Under the New Tax Law

September 4, 2018
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Written by Doug Custer, CFP Beginning at age 70½, IRA owners must start taking Required Minimum Distributions (RMDs) each year from their IRA accounts.  Unless you have made after-tax contributions in the past, these distributions are taxable as ordinary income. However, if you are charitably inclined, your RMDs can not only help you deduct more…

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