News & Articles
An Introduction to Non-Qualified Stock Options
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 [...]
SWM News September
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.
401k Plans - Investment Policy Statements
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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