How Equity-Compensated Professionals Can Change Jobs Without Forfeiting Shares
WestStarEQUITY COMPENSATION ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS WestStar’s financial advisors are highly experienced in helping equity-compensated…
How to Minimize the Impact of Irrationality and Investor Sentiment on Decision Making
WestStarINVESTMENT ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS People tend to think that Financial Planning is a one-way street and that Financial Advisors inform and…
What Tech Veterans Wish They Knew About Investment Strategies
WestStarEQUITY COMPENSATION ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS At WestStar we call our highflyer tech professional clients ‘Aviators,’ and we see our roles as…
11 Sure Steps to Pursue Your Ideal 401(k) Plan Retirement Outcomes
WestStar401(k) ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS You don’t need a financial advisor to tell you that in most of life’s endeavors, knowledge and a plan of…
Why the Mega Backdoor Roth 401 (K)’s Mega Features & Benefits Appeal to Tech Professionals
WestStarEQUITY COMPENSATION ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS The Roth IRA is a powerful retirement tool that allows investors to create a tax-free stream of…
What To Do With Your Vested RSUs And Stock Options
WestStarEQUITY COMPENSATION ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS One of our favorite things about being financial advisors is that we get a real insight into…
How To Avoid A Tax Surprise With An RSU Tax Strategy
WestStarEQUITY COMPENSATION ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS Getting Your RSU Ducks in A Row The majority of our clients at companies like Amazon, Apple,…
Restricted Stock Units (RSUs) versus Restricted Stock
WestStarWhy it Pays to Understand the Differences RSU ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS One of the first questions we ask our tech professional clients (at…
How to Pursue Your Dream Retirement
WestStarLooking after Tomorrow Today RETIREMENT ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS Some journeys are more important than others. Managing your journey towards…
Don’t Let These 6 Assumptions Destroy Your Retirement Dreams
WestStarMost Americans work really hard while they dream of the day they can finally retire. But preparing for retirement requires much more than a dream ─ it requires…