Navigating Through Unclear Investment Choices in 401(k), 403(b), and Other Qualified Workplace Plans
The pathway to financial independence is paved with numerous investment opportunities. Among the most significant are the 401(k), 403(b),...
top of page
Search
Nick King
Jun 18, 20232 min read
The Power of Charitable Planning: Unlocking Tax Strategies and Impactful Giving
As we navigate the complexities of the financial landscape, charitable planning remains an underutilized tool for optimizing wealth...
Daniel Sullivan, Advisor & VP
Aug 20, 20218 min read
Mindset: Planning First
Are you letting yourself down when it comes to financial planning? Most of my prospective clients know where they stand with investments....
Daniel Sullivan, Advisor & VP
Aug 12, 20215 min read
Investing 101: ETFs
Exchange-traded funds. ETFs. Even if you don’t know all there is to know about ETFs already you’ve almost certainly heard the term. Let’s...
Daniel Sullivan, Advisor & VP
Aug 5, 20213 min read
Investing 101: Concentrated Positions
Okay, you’ve come into a situation where one of your positions way outweighs the others. Maybe it did spectacularly well the last couple...
Daniel Sullivan, Advisor & VP
Jul 30, 20216 min read
Changes Ahead: What's New in ESG Investing?
What's happening in the world of ESG investing, and how does it affect you?
Daniel Sullivan, Advisor & VP
Mar 18, 20218 min read
Investing 101: Options Basics
You’ve heard the term before, but maybe you’re not familiar with the concept beyond ‘those high-risk bets that traders lose all their...
Daniel Sullivan, Advisor & VP
Mar 11, 20213 min read
Investing 101: Concentrated Positions
Okay, you’ve come into a situation where one of your positions way outweighs the others. Maybe it did spectacularly well the last couple...
Daniel Sullivan, Advisor & VP
Mar 4, 20212 min read
Investing 101: Becoming a Better Investor
The most common commitment I’ve heard from my clients over the years is, “I’ll do something with this spare cash by the end of the...
Daniel Sullivan, Advisor & VP
Feb 17, 20213 min read
Why Would I Choose ESG Investing?
There are a lot of reasons to select ESG (Environmentally, Socially, and Governmentally responsible) investments! If you’re reading this...
Daniel Sullivan, Advisor & VP
Jan 13, 20213 min read
Mindset: An Error is Not a Mistake
How often have you heard someone complain that they made a boneheaded mistake and let a Nio (NIO), or an eXp World Holdings (EXPI), or a...
Daniel Sullivan, Advisor & VP
Jan 13, 20212 min read
How Do I Get Started With ESG Investing?
If you’re already familiar with what the term ESG means and why you’d want to invest with environmental, social, and governmental...
Daniel Sullivan, Advisor & VP
Jan 13, 20213 min read
What is ESG Investing?
You may have heard this term when researching investments, but might not be familiar with it – it’s still a pretty new term. The concept,...
bottom of page