If you had the opportunity to share in your company’s success directly, would you do it? Employee Stock Options (ESOs) aren’t available to all doctors, so you may not know [...]
In life, it’s easy to fall into an “I’ll do it tomorrow” mindset. And when the “tomorrows” add up like compound interest, years can fly by in the blink of [...]
The end of the year is full of the hustle and bustle of the holidays, but it’s also a great time to “clean up” your investments. Regular portfolio rebalancing is [...]
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Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.
This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
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