Investing Globally
After the tech bubble burst and markets bottomed on October 9, 2002, the U.S. stock market recovered over the next five years with a 121% gain. While that may sound enviable, foreign stocks doubled the U.S. market over the same stretch, generating a 237% return. Back then, it was almost heresy to suggest that investing…
Retirement Plan Strategies for High-Income Earners
If you are a doctor, lawyer, thriving business owner, successful executive or another high-income earner, this thought has probably crossed your mind: How will I maintain my lifestyle once I retire—especially if I want to retire early? You’re not alone. In this article, we’ll look at some retirement plan strategies for high earners that…
Retirement Spending Solutions
We hear from many clients who feel apprehensive when they start spending their retirement savings. It can feel unnatural after you’ve been focused on saving for decades. Or… maybe you can’t wait to spend! Either way, it’s critical that you make the transition from saving to spending using strategic retirement income withdrawal strategies, ultimately prolonging your…
RWA’s Expertise: Financial Planning for Lawyers
As a successful attorney, you’ve dedicated yourself to serving the best interests of your clients. While you are an expert in your field, your time is limited and it’s natural for you, like most lawyers, to have far less expertise when it comes to managing your personal finances. That’s where an experienced wealth management team…
The Roth IRA Path to Millions
Happy National Teach Children to Save Day! With summer job season fast approaching for high school and college students, now is an excellent time to teach your youngest loved ones a life lesson about the benefits of putting money aside in a Roth IRA. While the notion of retirement seems unfathomable to anyone under forty,…
RWA’s Expertise: Financial Planning for Doctors
As a medical professional, you dedicate your time and knowledge to care for the health and well-being of your patients. While you are an expert in your field, it’s not uncommon for busy physicians like you to not have the same level of expertise when it comes to managing your personal finances in pursuit of…
4 Ways to Maximize Your Equity Compensation
Stock options have become a larger part of our clients’ overall compensation in recent years—but how employers structure their offering varies widely and maximizing the benefit can be tricky. We’ve touched on the basics of employment-based stock options in the past. There are several different types of options, including Incentive Stock Options (ISOs), Non-Qualified Stock Options…