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Mastering Your Finances: A Guide for New College Graduates

Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own …

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When to Use a Donor-Advised Fund for Charitable Giving

Philanthropist and oil tycoon John D. Rockefeller famously said: “Think of giving not only as a duty, but a privilege.” If you are of the same charitable mindset as John Rockefeller, you might consider a donor-advised fund (DAF). A donor-advised fund (DAF) is a tool to which you make an irr …

Market Commentary: Supply Issues and Delta Variant Slow Economic Growth to 2%

 U.S. GDP grew at an annualized pace of just 2% last quarter, a marked slowdown from last quarter’s 6.7% (Figure 1). Contracted auto production sliced around 2% off growth, and concerns over the Delta variant slowed demand and the return of workers to the labor force. Third quarter growth d …

Breaking Down the Basics of ISOs

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

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