What are Incentive Stock Options?

If you’ve read Part I of this blog series you may recall Incentive Stock Options (aka Qualified stock options). This is Part II of the series and we will take a deep dive into incentive stock options. Refresher: Incentive stock options are a type of equity compensation arrangement where the employer grants the employee the right to purchase company shares … Read More

Brief Overview of Employee Stock Options

You may have employee stock options as part of your compensation package. Employee stock options can be confusing and you may be wondering what you should do with yours. This is Part I in a series shedding light on employee stock options, their taxation, and strategies for managing them.  Non-Qualified Employee Stock Options vs. Incentive Stock Options (aka Qualified Employee … Read More

Why I Chose to Build My Firm Around the Professional Millennial

Independent Registered Investment Advisor in Evansville, Indiana

I work with clients across the generational and socioeconomic spectrums, but my wheelhouse is working with the professional Millennial. This is because I concluded that to best be in position to help people, I must understand their situation.  I was born in 1988, putting me smack dab in the middle of what we call the “Millennial” generation. I’m a CFP® … Read More

If I Could Have a Financial “Do-Over”, I Would…

I do not have an ounce of regret in me. My history is why I am who I am. Still, I recognize that financially speaking, there were some fantastic opportunities in my past that I did not take advantage of due to lack of understanding. If I could get a financial “do over”, this is how I would do it. … Read More

Increasing Your Productivity As A Business Owner

Being a business owner often means dividing your attention, and putting out the inevitable fires that happen. I work with many Millennial business owners and we’ve shared many conversations on these topics. Today I wanted to write about increasing productivity in your business.  Don’t Leave Your Email(or social media) in an Open-Tab Where You Can See It Increasing productivity means … Read More

Student Loan Forgiveness from Biden Admin.

If you have federal student loans, it’s likely that you haven’t had to make payments for quite some time now. News has recently come out about the Biden Administration’s plans for up to $10,000 in student loan forgiveness and freeze payments until September 30th.  These policies do NOT affect private student loans. If you are unsure whether your loan is … Read More

Hiring a “financial advisor”

Hiring a “financial advisor” can be difficult. Here are some tips for you to use when evaluating an investment advisor or financial planner. Know what type of financial professional you are speaking with The financial services industry unfortunately suffers from hopelessly obscure and arbitrary titles. But you should know what type of financial professional you are speaking with because that … Read More

Financial Coaching: What to Expect Working with Me

Financial Coaching Onboarding My financial coaching program is a 6-month program for young professionals who have an estranged relationship with money. As such, this program requires much more face to face time than our Investment Advice and Management program. Caution: this program is designed for real change, not maximum convenience.  Financial Coaching Step 1) Pre-Program Assessment and Qualification. The first … Read More

Investment Advice: What to Expect Working With Me

Maybe you’ve never worked with an investment advisor and you are wondering what to expect when you join uVest Advisory Group, LLC. This article will walk you through the process. Investment Advice and Management Onboarding: What to Expect My Investment Advice and Management Program provides low-cost investments, convenience, and advisor implemented investment services for my clients. Here’s what you can … Read More

Picking a Niche for Your Business

Crafting a niche in your business will leave both you and your clients happier. You will build quicker rapport, understand client issues on a deeper level, provide a better service, and achieve better outcomes. Many small business owners avoid “niching” because they fear they will lose business opportunities outside their niche. They have incorrectly assumed that fishing for a variety … Read More