News & Articles


An Introduction to Non-Qualified Stock Options

October 3, 2022 | Categories: Will’s Touches

Last month we talked a little bit about non-qualified deferred compensation plans. In the context of a growing career another benefit like non-qualified stock options can present itself to you. There are tax planning [...]

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SWM News September

September 23, 2022 | Categories: Will’s Touches

Each month, Shamrock WM will share an update with you to let you know what's happened in the markets plus offer some personal notes from our team.

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401k Plans - Investment Policy Statements

September 19, 2022 | Categories: Business Planning & 401(k), Will’s Touches

Congratulations! You created a 401k plan for your business that’s great, but this isn’t the end of the process.

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