News & Articles


Walking with Will - Gratitude

October 10, 2022 | Categories: Will’s Touches

Last month I filmed myself during my weekly ritual of Movement, Meditation, and Music! I am filming the same thing today. As always, I focus my thoughts on how well I can humbly approach the work week by asking myself, [...]

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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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