News & Articles


Walking with Will - Listening vs Hearing

November 11, 2022 | Categories: Will’s Touches

These videos are a glimpse of how we are trying to meet you in a place where what we do makes a difference in your lives. Look at the video and let me know your thoughts.

Read More


Incentive Stock Options (ISOs)

November 7, 2022 | Categories: Will’s Touches

In our featured services of financial planning topics around compensation benefits, we are looking at Incentive Stock Options or (ISOs).

Read More


Shamrock Newsletter - October

October 21, 2022 | Categories: Will’s Touches

The pain associated with market performance across the investment landscape continues during this difficult year. Multiple sources are saying the market is “oversold”. So, stocks on the surface seem inexpensive because [...]

Read More