Darrow Wealth Management

MARCH 13, 2025

Outright Sales: Selling stock through market or limit orders. Work with a wealth advisor to discuss your financial goals and individual risk tolerances. Outright sales Though this option is obvious, that doesn’t mean it’s without merit. Tax-loss harvesting to offset capital gains taxes from sales.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Nerd's Eye View

JULY 30, 2024

Welcome to the 396th episode of the Financial Advisor Success Podcast ! Michelle is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based in Minneapolis, Minnesota, that oversees $87 million in assets under management for 91 client households. Welcome everyone!

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Clients Financial Advisor Insurance Wealth Advisor 130

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.

Management 96

Management Wealth Management Wealth Advisor Taxes 96

Zoe Financial

MAY 1, 2023

We’ve had positive surprises, especially on the sales front. Housing data came in worse than expected but we saw strong consumption growth at a 3.7% annualized growth rate. Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling.

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

Darrow Wealth Management

NOVEMBER 4, 2024

Not all advisors are fiduciaries. Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Diamond Consultants

DECEMBER 16, 2024

A strategic buyer is a buyer, like an RIA or other established wealth management firm, that also runs a wealth management business, meaning they would presumably recognize significant cost and operational synergies from the transaction. Examples include Creative Planning, Mariner Wealth Advisors, and Beacon Pointe.

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

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. If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group.

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Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Carson Wealth

MARCH 13, 2024

Carson Wealth announces the addition of its 13th wholly-owned office with a new location in Elkhorn, Neb., The three-person team, managing more than $163M in assets*, will be led by Managing Directors and Wealth Advisors, David Carroll and Jon Springer along with Client Services Manager, Jessica Fricke.

Wealth Management 52

Wealth Management Management Wealth Advisor Clients 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. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 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. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

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.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

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).

Taxes 114

Taxes Wealth Management Planning Media 114

Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Retail sales matter because consumption is 69% of GDP. This would mark the largest earnings decline reported by the index since Q2 of 2020. Analysts are predicting earnings growth of 0.1 centrally flat. month-over-month. Below the 0.5% expectations. Consumers have been very resilient.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

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. Going from negative levels to a flat state is positive. August PPI.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Darrow Wealth Management

JULY 30, 2024

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. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Taxes 92

Taxes Tax Planning Startup Valuation 92

Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% Biggest headline there: oil prices affecting gasoline prices – increased 10.6% month-over-month. Core CPI went down from 4.7% year-over-year to 4.3% – deceleration of growth. month-over-month. Most of that price came from gasoline. Looking forward to next week: Housing start data for August.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 28, 2023

Macro data: New home sales reached highest lever since July 2022 despite seeing highest mortgage rates in years. Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. Focus on bringing down inflation. Earnings: Q2 will likely mark the end of earnings downturn. When it comes to next week: Core PCE data.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. There is a pullback, the question is: will we have a bear market? Small caps are underperforming the broader market. Concerns around the U.S economy losing some steam. Unemployment rate remains abnormally low. GDP is mostly driven by consumption.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 6, 2023

Pending home sales had a robust number. February 21, 2023 Market Drama February 20, 2023 Explore More About Zoe Financial Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs. Stock Market: S&P 500 was up 1.6% for the week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 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. What to look out for this week: Earnings will be a big part of the story. 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

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 23, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama!

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 1, 2023

We’ve had positive surprises, especially on the sales front. Housing data came in worse than expected but we saw strong consumption growth at a 3.7% annualized growth rate. Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 16, 2023

Looking at this week: December headline retail sales number comes out. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs. It’s expected to decline 0.5%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Nationwide Financial

DECEMBER 8, 2022

Kristi Martin Rodriguez, SVP of the Nationwide Retirement Institute, and Mike James, Chief Sales Officer for NFP, discuss their financial services career journeys.

Financial Services 52

Financial Services Recruitment Certification CFP 52

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.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. Economic Data – Stock rally attributes: Core CPI data came out better than expected. Inflation came down. Headline CPI fell from 3.7 Core CPI fell from 4.1% Upward revision to prior month. Economy is slowing down a bit but there is no sign of a recession. Rally continues to be very narrow.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Carson Wealth

NOVEMBER 14, 2023

Sharing his perspective on the partnership, wealth advisor, G.C. Through our network, our advisor partners can tap into Carson’s expertise and resources enabling them to provide their clients with an even more comprehensive suite of services,” said Burt White, Managing Partner and Chief Strategy Officer at Carson Group.

Financial Services 52

Financial Services Clients Wealth Advisor CFP 52

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% The ten-year treasury yield moved up higher, closer to 5% this year. The bond yields continue to rise for the treasury market. month-over-month growth. What to expect next week? Expecting to see annualized GDP numbers – we will probably see 3% rather than 2%. Well above 1.5%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Coming up next week: Retail sales and housing starts. CPI Data: Headline CPI data for August came in at 3.7%. Core CPI ticked down from 4.3 The Fed wants this to be 2 – 3% before lowering interest rates. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Retail sales to see how the consumer is growing up. Helps explain why the consumer has been resilient to a hike in interest rates. Unemployment is still below 4%. Looking forward to next week: Core CPI data. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

Marketing 52

Marketing Marketing Wealth Management Financial 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. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Carson Wealth

JUNE 29, 2023

If you’re looking ahead to the eventual sale of your business, you want to ensure a smooth transition – and maximum value. Here are some of the challenges you may face and what to think about today, no matter how far off the eventual sale may be. When Is the Timing Right for Business Exit Planning?

Planning 52

Planning Sales Valuation Wealth Advisor 52

FMG

SEPTEMBER 7, 2022

” ~Mike Murray @ Peabody Wealth Advisors. I met with some of the sales and management of this company. They have continued to improve their platform and services are a critical part of the modernization and growth of my financial planning practice. “Great content, easy to use, great customer support.

Communication 52

Communication Financial Planning Clients Wealth Advisor 52

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?

Startup 52

Startup Taxes Risk Tolerance Sales 52

Darrow Wealth Management

FEBRUARY 24, 2025

6 Tax Strategies for Incentive Stock Options and AMT At sale When you sell, it’s a taxable event as either a qualifying or disqualifying disposition. If you meet both holding requirements, the entire spread between the sale price and the exercise price is taxed at long-term capital gains tax rates.

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Taxes Startup Wealth Management Valuation 52