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Infographics Investing

Does Conventional Investing Even Work?

The conventional (or active) approach to investing is based on the belief that skilled stock-pickers and forecasters can beat the market and pick "winners" with such frequency that the returns justify the added costs associated with this strategy. Yet the data does not support this claim. (more…)

Kristin McKennaJanuary 4, 2017

Infographics ISOs Stock options Tax planning Updated for 2021

How Incentive Stock Options are Taxed

Updated for 2021. If you have incentive stock options, you'll want to know how your equity compensation will be taxed. When you sell incentive stock options, it's considered a qualifying or disqualifying disposition depending on your holding period. If you don't sell ISOs by the end of the calendar year…

Kristin McKennaSeptember 28, 2016

Infographics NQSOs Stock options Tax planning Updated for 2021

How Non-Qualified Stock Options Are Taxed

Updated for 2021. If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and what responsibilities you have to report the income. Managing equity compensation requires proper planning to avoid unwanted surprises and tax consequences. Here's what you need…

Kristin McKennaAugust 3, 2016

Brokerage Account Infographics Tax planning Updated for 2020 Updated for 2021

How Your Brokerage Account is Taxed

Infographic: How is a brokerage account taxed? Brokerage accounts (also called non-qualified accounts) are taxed differently than qualified retirement plans like a 401(k) or a 403(b). If you aren't sure what to do with extra savings each month or have already maxed out your 401(k) and want another way to…

Kristin McKennaMarch 30, 2016

Infographics

How Saving Early Grows a 401(k)

Through the power of compounding, starting to save for retirement can pay off big later in life. For many new investors, using a 401(k) retirement plan at work is often the best way to start. To learn more about our retirement planning program, contact our retirement investment advisors today. (more…)

Kristin McKennaMarch 16, 2016

Infographics ISOs NQSOs RSUs Stock options

3 Ways to Manage Your Stock Options

Tips for managing equity-based compensation (Infographic). Managing stock options can be complicated and the tax implications significant. To begin, what type of stock options do you have? Incentive stock options (ISOs) may have tax benefits if held for a certain period of time, while non-qualified stock options (NSOs) do not receive…

Kristin McKennaMarch 2, 2016

Infographics