Author: Plancorp team

How to Handle Post-IPO Equity

For years, investing in Silicon Valley was predominantly reserved for ultra-wealthy venture capitalists, but that exclusive landscape is changing. The last year has seen three massive initial public offerings (IPOs) from software vendor Snowflake (NYSE: SNOW), takeout delivery company DoorDash Read more…

If Stock Options Are Part of Your Compensation Package, Here's What You Need to Know

The 2010s was arguably the decade of the corporate perk. For years, we could hardly escape the barrage of beer taps in the break room, free gym memberships, and unlimited PTO. These benefits may have led to a “best place to work” award or two, but when was the last time a free lunch helped you feel Read more…

Tax Implications of Moving from State to State

What are the tax implications to consider if you’re moving from one state to another? Each state has a unique set of taxes, such as property, sales, estate or inheritance, and income tax, that apply to its residents. The Tax Cuts and Acts Job put a $10,000 limit on the state and local tax Read more…

Video: Restricted Stock Units (RSUs). What Are They? How Do They Work?

In this video, Senior Wealth Manager, Daniel Lee and Chief Investment Officer, Peter Lazaroff, discuss what Restricted Stock Units (RSUs) are, what vesting is, how taxes for RSUs work, share blackouts and more. Read more…

Payment Structure: Ensuring Your Investment Dollars Work for You

There’s one more important detail to pay attention to when comparing advisors: The way they get paid. Unfortunately, not all advisors operate by the same methods, and how an advisory firm generates revenues and compensates its employees is a critical factor in the quality and type of advice you Read more…

Your Financial Team - Why You Should Like Your Financial Advisor's Firm Too

Your advisor is your personal contact and captain of your wealth management strategy, but it’s important that he or she is backed by a strong team. That’s why it’s critical to look beyond your individual advisor and learn about the entire firm. Read more…

Do It for Your Loved Ones: 4 Reasons You Need Estate Documents

Does anyone really enjoy thinking about, let alone discussing, their mortality? Most of us do whatever we can to avoid this topic. While that’s human nature, doing a little planning now can save major headaches for our loved ones down the road. Read more…

Financial Advisor Credentials: Which are Most Important?

You may have noticed that advisors go by many different professional titles, which are often followed by a trail of different three-letter acronyms representing special designations. They seem important—but not all titles and credentials are as valuable as they sound. Read more…

What to Look for in a Financial Advisor

The potential value of a relationship starts with the person who will be guiding your financial decisions. You’re looking for someone with deep knowledge and experience to back up their advice, and you want to gauge whether that advisor is a good fit for your family’s needs. Above all, you want Read more…

IRS Extends Tax Filing Deadline

The IRS announced that the standard April 15th tax-filing deadline is being extended until Monday, May 17th, giving households an extra month to complete their tax returns.  Read more…

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