Sara Grillo

JUNE 2, 2022

There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list. I am a CFA® charterholder and financial advisor marketing consultant.

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Financial Advisor Clients Ethics Numbers 69

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential.

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Management Wealth Management Wealth Advisor Taxes 101

Indigo Marketing Agency

APRIL 28, 2023

Unfortunately, this is the most common headline I see for advisors. Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective.

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Zoe Financial

MAY 1, 2023

We’ve had positive surprises, especially on the sales front. The Federal Reserve is meeting Tuesday and Wednesday. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. This debate went psycho at times.

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Zoe Financial

DECEMBER 16, 2022

Retail sales declined 0.6% The fact that retail sales are down is an indication that the most important driver of growth is not looking so hot going into next year. On Tuesday, we have November housing starts and new and existing home sales out Real estate and housing are really important indicators for the overall economy.

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Marketing Marketing Financial Advisor Retail 52

Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. In working with your wealth advisor, you’ll want to consider some of these questions.

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Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. In working with your wealth advisor, you’ll want to consider some of these questions.

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Zoe Financial

MARCH 6, 2023

Pending home sales had a robust number. In Europe, core inflation was up from January to February. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 16, 2023

Looking at this week: December headline retail sales number comes out. Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? About Zoe Financial.

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Zoe Financial

SEPTEMBER 11, 2023

August retail sales. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? Looking forward to next week: August CPI.

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Zoe Financial

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Darrow Wealth Management

OCTOBER 21, 2024

Here’s more on what happens to employees with equity after a merger, acquisition, or sale of a company. Cancel underwater vested grants Regardless of the deal terms, there’s still a risk that vested stock options could get cancelled in an acquisition or sale. What happens to my stock in an acquisition? terms of the deal).

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Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Retail sales matter because consumption is 69% of GDP. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

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Marketing Marketing Financial Advisor Retail 52

Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% FOMC meeting on Wednesday. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? month-over-month.

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Zoe Financial

AUGUST 28, 2023

Macro data: New home sales reached highest lever since July 2022 despite seeing highest mortgage rates in years. hourly wage data. – Andre Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. China had some alarming news that might impact the global economy. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 12, 2022

November retail sales came out on Thursday, which gives us a pulse on how the consumer’s doing. Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

JULY 17, 2023

June retail sales and housing market data. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth? Stay tuned for next week. Have a good one.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 14, 2023

April retails sales and expected earnings from a couple “proxies” for the economy. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 1, 2023

We’ve had positive surprises, especially on the sales front. The Federal Reserve is meeting Tuesday and Wednesday. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. Stay tuned for next week and have a great Thanksgiving Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth?

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Darrow Wealth Management

JULY 30, 2024

Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors.

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Taxes Tax Planning Startup Valuation 98

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? month-over-month growth. Well above 1.5%

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Coming up next week: Retail sales and housing starts. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals. Core CPI ticked down from 4.3

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Retail sales to see how the consumer is growing up. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals. Unemployment is still below 4%.

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Marketing Marketing Wealth Management Financial Advisor 52

Carson Wealth

NOVEMBER 14, 2023

With $150 million in assets, Main Street Financial Group, located in Milton, Georgia, has been a steadfast presence in its community for 21 years, providing comprehensive financial services to its clients. Sharing his perspective on the partnership, wealth advisor, G.C. The addition of advisors like Paul and G.C.

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Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest. In stark contrast, Personal Capital is an investment advisor.

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Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. That said, tax planning moves done in advance can also easily be negated by a sales plan that’s too bullish. Most companies go public at their highest historical valuation.

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Wealth Management Taxes Tax Planning Valuation 84

Harness Wealth

MARCH 24, 2023

Income from the sale of RSUs will be reported on a 1099-B Form. But, if your income from the sale of your ISOs outweighs your normal income for the year, you may have to pay Alternative Minimum Tax (AMT). However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor.

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Taxes Startup Wealth Advisor Financial Advisor 52

Harness Wealth

APRIL 17, 2023

Tender offers, such as in the case of Stripe, are not always large enough to buy every share of the company, and in such cases, there might be restrictions on which employees or types of equity are eligible to participate in the sale. Do You Owe Taxes In A Tender Offer? What happens if the tender offer is oversubscribed?

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Startup Taxes Risk Tolerance Sales 52

Darrow Wealth Management

JULY 30, 2024

Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors.

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Taxes Tax Planning Startup Valuation 52

Harness Wealth

MARCH 29, 2023

Councilor, Buchanan & Mitchell is a full-service accounting and advisory firm in the Mid-Atlantic region in the Harness Wealth Advisor network. Below are some insights from Richard Morris, Executive Vice President and Director of Tax Services, and Alex Seleznev, Senior Investment Advisor and Chief Operating Officer of MBI, LLC.

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Harness Wealth

MARCH 9, 2023

Wait until the IPO takes place If an early exercise of your options is not financially feasible, your next best bet might be to wait until the IPO date to exercise your options and sell your stock all at once, giving you the cash necessary to cover your tax bill.

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The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. THOMAS RAMPULLA, MANAGING DIRECTOR, FINANCIAL ADVISOR SERVICES DIVISION, VANGUARD: Thanks, Barry.

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Financial Advisor Clients Taxes Investments 286

Darrow Wealth Management

NOVEMBER 5, 2024

Video: Qualified Small Business Stock (QSBS) Explained QSBS tax benefits: excluding capital gains taxes If you have Section 1202 shares, the gain you’re able to exclude from federal long term capital gains tax at sale depends on your gain and the date the stock was acquired. Each taxpayer will have their own $10M/10x limits).

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Taxes Wealth Management Tax Planning Assets 68