So your company has decided to go IPO. Now what? An IPO is exciting, but it can also be overwhelming: you’ve received a sudden windfall, but you may not know how to navigate all the potential implications of an IPO.
The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management.
Long-term capital gains are taxed lower than ordinary income taxes, but can realizing this cause your wages or IRA withdrawals to be taxed at a higher rate?
Quarry Hill Advisors Named One of Best Advisors in St. Paul. We have grown into a firm whose service to clients and resulting success has been recognized across the country.
It was just another ordinary travel day for Jennifer Riordan. As a 43-year-old bank executive and mother of two, she was well accustomed to business travel. She kissed her kids goodbye and headed to the airport to board Southwest flight 1380 bound for Philadelphia.
You likely received a few Christmas cards in the mail this year. Did you receive any cards where the parents had their eyes closed? Any with a child throwing a tantrum? Picking their nose? Probably not.
2018 included numerous examples of the difficulty of predicting the performance of markets, the importance of diversification, and the need to maintain discipline if investors want to effectively pursue the long-term returns the capital markets offer.
The stock market is a in a decline just in time for Christmas.
World events and the market often cause people to buy when prices are high and sell when things are going badly and prices are low -- the cardinal sins of investing. Fighting that instinct is the number one ingredient to successful investing.
Many people seek to also add value to the money they make and their investment practices. They are working toward creating an estate plan that aligns their money with what they value most in this world. They want to take care of their families, donate money to charities and causes they care deeply about, and support parts of their community they love. Is there a financial practice that embodies investing money in a valuable way? Yes, and the answer is called Socially responsible investing or SRI.
There can be a lot of stress when we start to talk about taxes and the IRS. Luckily, tax season is over and you’ve received your tax return. Now you don’t have to think about it again until the new year, right? Not exactly.
What will retirement be like for you? Will you move to a quaint cottage in northern Minnesota? Open a resale bookshop in your favorite part of town? Or even go skydiving on a random Tuesday afternoon? Having the time to experience life to the fullest is often a welcome change of pace after leaving a hustling and bustling career.
Are you ready to start building your legacy?
People often throw around two terms when it comes to finding a financial planning professional - Financial Planner and Financial Advisor. There’s some confusion about these two roles, and how they’re different.
To combat the fear of a dissatisfying retirement, many pre-retirees are working toward bigger savings goals. But saving more isn’t necessarily the right solution. Throwing more money at the problem doesn’t equal a satisfying retirement. Instead of trying to bulk up your retirement savings, focus on your values first.
There are a few important factors to consider when deciding whether to DIY or outsource the management of your investments.
Your financial advisor should be someone who has committed to acting in your best interest at all times.
We've been spoiled by a few years of all gain and no pain in the markets.
A lot of changes are coming to your 2018 tax return
Kyle was featured on a Podcast to discuss tax law changes in 2018.