Blog
How Getting Women Into Financial Planning Can Benefit Everyone
The importance of women in financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. Until that percentage is closer to 50%, we are happy to illustrate the many benefits of more women in the industry.
The Accidental Financial Planner
Growing up, Alicia watched her mom struggle with money and declare bankruptcy due to medical debt. By high school Alicia was financially independent. She worked her way through college by taking...
Walkner Condon: The State of the Firm
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Nate and Clint have...
Equity Compensation for a Private (or “pre-IPO”) Company
Let’s talk about stock options that private companies offer and go through the pros and cons of each. You join a great company with an even better culture. They offer stock options component and might be wondering, “…what exactly are these Stock Options and Restricted Stock?” or “…what should I do with my pre-IPO RSUs?”.
What Should I Do With My Old 403(b)? 5 Options to Consider
403(b) from your previous employer that’s collecting dust? Here are five options for you to take with that old retirement account.
The Basics of Stock Option Compensation
The Basics of Stock Option Compensation Explaining the benefits and confusion of employee stock options.
What type of financial advisor is right for you? Questions you should ask.
Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.
Common Tax Filing Mistakes
The tax code has experienced major changes lately and understanding these changes can have a significant impact on your refund or amount owed.
FAQ – Bank Failures and Is This 2008 All Over Again?
Silicon Valley Bank and two other banks failed and were taken over by the Federal Deposit Insurance Corporation (FDIC). These are the first bank failures since 2020 and three of the 563 that have taken place since 2001.
The Rise of Direct Indexing
With fractional shares available at some custodians, improved software for tax efficient implementation, and competition driving prices lower, the perfect storm for direct indexing appears to be now.
Where is the Best Place to Keep My Emergency Fund?
People should strive to have an emergency fund that covers 3-6 months of living expenses. But not all savings accounts are created equal.
What is Bond Duration and Why is it Important?
The higher the bond’s duration, the more its price will fall as interest rates rise. If interest rates are expected to fall during the time the bond is held, a longer duration bond would be appealing because its price would increase more than comparable bonds with shorter durations. As a general rule (with equal credit quality) the shorter the bond’s duration, the less volatile it will be.