As a financial advisor holding both Certified Financial Analyst (CFA) and Certified Public Accountant (CPA) designations, I have a unique perspective on the importance of tax efficiency in financial planning. Optimizing tax efficiency is a critical component of a comprehensive financial strategy. It requires a deep understanding of both investment management and tax planning. Let’s explore how… Source ..read more

Investors have more options than ever when it comes to managing their finances. One of the most significant developments has been the rise of remote financial advisors, especially those holding the Certified Financial Analyst (CFA) and Certified Public Accountant (CPA) designation, who can provide professional guidance and services from anywhere in the world. This flexibility offers many… Source ..read more

Tax laws constantly change. Keeping up with the latest updates can be challenging. This is where the expertise of a financial planner with a Certified Public Accountant (CPA) qualification becomes invaluable. With their in-depth knowledge and specialized training, these professionals can guide you through the intricacies of tax planning, investment management, and financial planning. Source ..read more

Investing is a crucial – and much misunderstood — aspect of securing a prosperous financial future. While some have the time and know-how to manage their investments, many could benefit from expert guidance. A highly trained financial advisor can assist you in meeting your financial goals in a tailored, strategic manner. At Allied Wealth, we hold two of the most stringent qualifications… Source ..read more

In the realm of employee compensation, Restricted Stock Units (RSUs) have become increasingly popular. These equity awards are often offered as part of a compensation package, especially in the tech industry and startups, to attract and retain top talent. RSUs can be complex. Understanding their pros and cons is crucial for employees who receive them. Let’s delve into the basics of RSUs… Source ..read more

In today’s complex financial landscape, making wise financial decisions can be challenging. Whether you’re an individual looking to optimize your investments or a business owner aiming to maximize profits, one thing is sure – taxes play a significant role in your financial well-being. This is where the expertise of a financial advisor, especially one who is also a Certified Public Accountant… Source ..read more

Planning for retirement can be a challenging exercise. Finding the right financial advisor can make all the difference in pursuing your financial goals. With so many options available, selecting an advisor who understands your unique needs, goals, and financial situation is crucial. One option you may not be aware of is using a financial advisor who is also a Certified Public Accountant (CPA). Source ..read more

Estate planning is a critical aspect of financial management that often gets overlooked until it’s too late. It involves deciding how your assets will be distributed after your death. To navigate the complexities of estate planning effectively, many individuals and families in Grand Rapids turn to financial advisors for guidance. A financial advisor’s role extends beyond managing investments. Source ..read more

Wealth transfer is a critical aspect of financial planning if you want to ensure your assets are transferred seamlessly to the next generation or charitable trust. If you reside in Grand Rapids, Michigan, and are looking to create a wealth transfer strategy, finding the right advisor to assist in crafting an estate plan is critical. Wealth transfer is transferring assets and investments from… Source ..read more

As an investor, you’re inundated with information about many different investment strategies, from day trading and stock picking to long-term value investing. The options can be overwhelming. There’s one approach that’s supported by compelling, peer-reviewed research. It’s appropriately called “evidence-based investing.” Evidence-based investing combines data-driven research with a long-term… Source ..read more