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Financial Alternatives

Financial Alternatives News and Insights

Integrated Wealth Management
How Accountants Should Find a Financial Advisor to Work With

Finding the right financial advisor to partner with from a practical standpoint has been, well, a source of much frustration for many CPAs we know. So we’re putting together a sketch of how accountants who want to expand their margins, offer a higher level of service to their clients, and grow their practices through partnering with a financial advisor should go about finding the right one.

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The Surprising Truth about Women and Stock Options

A recent article in Bloomberg revealed some shocking data about women being underpaid relative to men – in the progressive technology sector, of all places. As per a study by Carta, “women hold 47 cents for every dollar of equity men do” (Greenfield, 2018). These results should not be taken lightly; here’s why this imbalance may matter for female executives and what they can do to change it.

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The #1 Thing That Most Executives Aren’t Doing With Their Stock Options and Executive Compensation Plans – and What It May Be Costing You

Executives who are time-constrained yet serious about reaching their financial and investing goals commonly overlook one important factor: automation. Set up your plan so that it will be automatically executed without you having to remember what decisions were made. Automate, automate, automate! Here’s why…

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Market Review – Q3 2018
  • Looking at broad market indices, the US outperformed non-US developed and emerging markets during the quarter.

  • Quarterly Topic: Total Cost of Fund Ownership. The article starting on page 16 illustrates to importance of mutual fund operating costs and that investors should consider going beyond expense ratios when evaluating options.

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Planning Newsletter - Oct 2018

If you have not already completed your year-end tax planning, now is the perfect time to do so. Don’t wait until December when the holiday rush kicks in and you and your advisors have less time to devote to this very important task.

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