The Financial Planning Blog

For professionals who receive stock options as part of their compensation package, these financial instruments can be a gateway to significant wealth creation. However, the fine print in your stock option agreement can often feel overwhelming. To make the most of this valuable benefit, it’s essential to understand what a stock option agreement is and […]

For professionals who receive equity compensation, stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs) can be significant sources of wealth. However, they also come with unique challenges, including volatile stock prices. When markets decline, these fluctuations can lead to unrealized losses in your portfolio. Fortunately, there is a silver lining: tax […]

By Joshua Stubbolo Most of us can point to specific people or events that influenced our decisions and made a significant impact on how we live our lives. For me, it was the example of my grandfather and the sudden passing of my father that motivated me to become a financial advisor. My grandfather has […]

By Todd Iglehart While financial advising wasn’t the first step in my career, it has been a passion of mine from my young adulthood. This is all thanks to my father, who showed me the importance of providing for your family and putting others’ needs before your own. He helped me get started with investments […]

By Joshua Stubbolo How are you doing on your New Year’s resolutions? Hopefully you aren’t part of the 80% of Americans who discard their resolutions by February,[1] but if you are, remember that there’s nothing magical about January 1st. No matter where we are in the year, you can set new intentions and make the […]

I love working in Cary, North Carolina. There’s always something to do and never a dull moment. Ranked #5 on Money magazine’s list of “Best Places to Live,” Cary—located less than 20 minutes from downtown Raleigh—is teeming with activity, growth, and fun activities. From restaurants serving delicious food to exciting business opportunities to beautiful nature […]