Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, September 15, 2017

Welcome to the second part of the Spurstone Executive Wealth Solutions 6 part series discussing executive compensation negotiations and benefit considerations during a corporate spin off. Through this series we will be covering topics...

 

Friday, September 8, 2017

Welcome to the first part of our 6 part series discussing executive compensation negotiations and benefit considerations during a corporate spin off. We will be covering topics to help you get a solid understanding of how your risks...

 

Friday, September 1, 2017

Estate planning is an often overlooked but crucial aspect of successful executive financial planning. An efficiently executed estate plan should mitigate taxes, address your unique needs and accomplish your legacy goals. With so many...

 

Friday, August 25, 2017

When it comes to life insurance, many successful executives can find themselves in a whole new world. There are many different types of insurance, features, funding options and venues to purchase through. With so much at stake for your...

 

Friday, August 11, 2017

Non-qualifying deferred compensation (NQDC) is an additional form of reward for highly compensated executives, where a qualified plan is considered too limited. A portion of earnings is withheld until a later point in time, usually...

 

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Friday, July 28, 2017

Are you an ostrich or a magpie? What is your approach to financial planning for your retirement? Are you simply sticking your head in the sand hoping it will be all right in the end, ostrich-like, or are you keeping your wits about you...

 

Friday, July 14, 2017

Concerned not only about how you would pay for future healthcare, but the location and form of care you will receive? Let’s talk about it. More and more of the families we speak with are increasingly concerned in regards to...

 

Friday, June 30, 2017

Whether your company issued you stock options as part of your compensation package, you invest in company stock within your 401(k) plan, or you have the option to purchase company stock in an employee stock purchase plan (ESPP), there...

 

Friday, June 16, 2017

We live in a world fraught with risk. Almost no activity is "risk free" and a prudent investor knows that greater risk does not always mean greater reward. I believe successful families have a duty to be well educated on the risks they...

 

Friday, June 2, 2017

Every year, millions of Americans receive equity shares, or rights to future share purchases, from their employers. Often coming in the form of equity compensation, these share holdings can be a fantastic way for employers to reward...

 

Friday, May 19, 2017

Control from beyond the grave. It's an interesting thought. As a successful executive, you have invested time, stress, heartache and pride in your work and are fortunate enough to have the assets to enjoy the fruit of this labor. Not...

 

Thursday, May 4, 2017

Executive compensation can leave you with a substantial equity concentration and you may wish to think about diversifying the risk involved in this. Although such equity concentration can be enviable while the company is doing well,...

 

Friday, April 21, 2017

Navigating equity compensation requires understanding the pros and cons of different compensation offers, as well as an appreciation for the alphabet soup of acronyms you may encounter. While it may be tempting to just look at the...

 

Friday, April 7, 2017

Close your eyes and think about the structure of the business in which you work. What makes you successful is likely not the product you sell but the team of talent that surrounds you. You have specialists in each area of expertise...

 

Friday, March 24, 2017

It started with a question during a recent new client interview: “I know I don’t have TENS of millions of dollars, but where do I fall on the scale for your firm? I need a lot of help but may not need everything you offer,...

 

Friday, March 10, 2017

Pay your taxes, but not one penny more… Everyone has to pay taxes. There is no way around that. But nobody should ever pay one penny more than they are legally obligated to! Our team oriented professionals work hard to make sure...

 

Friday, February 3, 2017

“Yay! Let’s analyze my work benefits!” – Said no one. Ever.Most employees gloss over the minutia of their compensation package. They tend to evaluate cash compensation and health insurance most, then maybe the...

 

Friday, January 27, 2017

Ask yourself this question: Is your Advisor a specialist or a generalist? Does he or she have a focused set of skills and resources to serve the unique needs of your family, or are they more general by providing basic advice for...

 

Friday, January 20, 2017

There’s a quote I use often by Harvey MacKay: “Time is free, but it is priceless. You can’t keep it, but you can spend it. Once you’ve lost it you can never get it back.” Understanding the concept of how...

 

Friday, January 13, 2017

Gone are the days of a lifelong job with a single employer. As millennials have entered the workforce and the landscape continues to change, it’s not unusual to see entire executive teams move firms seeking new and exciting...

 

Friday, January 6, 2017

Stock compensation can be both a wonderful and a malicious benefit. For many successful executives, these tools have been a source of great fortune and great pain, building dynastic family wealth while also dashing the lofty financial...

 

Friday, September 9, 2016

Wells Fargo, the largest U.S. bank by market cap, was hit with $185 million in fines yesterday for secretly creating millions of unauthorized customer bank accounts and credit cards in order to generate fees and boost employee sales...

 

Wednesday, May 18, 2016

Despite not being as well known as some other retirement tools, annuities account for 8.1% of all assets earmarked for retirement. With over $2.0 trillion in assets, annuities hold more funds than Roth IRAs.¹ An annuity is a...

 

Tuesday, May 10, 2016

You’re busy, we get it. With work and home demands, managing your wealth can often be seen as just one more thing for you to do. As a result, it often gets pushed to the back burner. You have good intentions and the reality is...

 

Thursday, August 13, 2015

Wings & Wheels with Associated Aircraft Group & NetJets Earlier in June, Spurstone Partners Ted de Groot and Tim Golas were invited by a client to attend the Associated Aircraft Group (AAG) & NetJets “Wings & Wheels” event...

 

Thursday, January 15, 2015

Spurstone Partner, Tim Golas, was recently profiled in the Wall St. Journal Wealth Advisor. This area of the Journal covers a range of topics relevant to investment and private wealth management, occasionally highlighting prominent...