Photograph of a pile of gold coins with a small green leafy plant growing out of it to illustrate the growth Incentive Stock Options can allow for.

    What are Incentive Stock Options?

    Incentive Stock Options (ISOs) are a type of stock option granted to employees by their employers, usually as part of their benefits package. ISOs provide employees with the right to purchase company shares at a specified…

    By Jacob LaRue
    October 5, 2023

    2 Min Read
    Image of Partner and Financial Advisor Mattew Finley with Fall 2023 Market Insights From the desk of Matthew Finley, CFP® text to highlight the blog post.

    Fall 2023 Market Insights

    Partner & Financial Advisor, Matthew Finley, weighs in on the current state of the Fall 2023 market and provides insight on what consumers can expect next. Matthew utilized J.P. Morgan’s Guide to the Markets for the…

    By Matthew Finley
    September 21, 2023

    3 Min Read
    Photograph of three stacks of coins next to a piggy bank to illustrate the ways to save money by utilizing a Roth conversion.

    Why Should I Consider a Roth Conversion?

    A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…

    By Jacob LaRue
    September 14, 2023

    2 Min Read
    Black and white photograph of a hand holding up a black graduation cap to illustrate how important 529 plans can be.

    What Are 529 Plans?

    A 529 plan is a specialized savings account designed to help individuals and families save for higher education expenses. Named after Section 529 of the Internal Revenue Code, these plans offer tax advantages and flexibility for…

    By Jacob LaRue
    September 7, 2023

    2 Min Read