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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, August 19, 2019

The Week on Wall Street U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields and also developments in the tariff fight between the U.S. and China. The S&P 500 lost 1...

Monday, August 12, 2019

The Week on Wall Street Stocks spent much of last week rebounding from a Monday drop that reflected nervousness about the U.S.-China trade fight. By Thursday's closing bell, the S&P 500 had regained all its Monday losses - but it...

Monday, August 5, 2019

The Week on Wall Street Last week, the Federal Reserve cut interest rates for the first time in more than a decade, in line with Wall Street's expectations. Ironically, stocks had their worst week of 2019. The S&P 500 finished the...

Monday, July 29, 2019

The Week on Wall Street Last week, investors assessed earnings and the initial estimate of second-quarter economic growth, while awaiting the Federal Reserve's next announcement about interest rates. Stocks rose for the week;...

Monday, July 22, 2019

The Week on Wall Street Stock benchmarks retreated during the first week of the second-quarter earnings season. As some big names shared quarterly results, investors seemed more interested in what might happen at the Federal Reserve's...

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Monday, July 15, 2019

The Week on Wall Street Friday, the S&P 500 settled above 3,000 for the first time, after rising 0.78% for the week. The Dow Jones Industrial Average chalked up a milestone of its own: the blue chips ended the week above 27,000,...

Monday, July 8, 2019

The Week on Wall Street U.S. stock benchmarks opened a new quarter positively. The S&P 500 gained 1.65% in the opening week of July; the Dow Jones Industrial Average, 1.21%; the Nasdaq Composite, 1.94%. Overseas, stocks in developed...

Monday, July 1, 2019

The Week on Wall Street A month of gains for stocks ended with a weekly retreat. The S&P 500 lost 0.30%; the Nasdaq Composite, 0.32%; the Dow Jones Industrial Average, 0.45%. In contrast, overseas shares, tracked by the MSCI EAFE...

Wednesday, June 26, 2019

The Week on Wall Street The S&P 500 hit an all-time peak of 2,964.03, in intraday trading Friday, while improving 2.20% across five market days. The Dow Jones Industrial Average and Nasdaq Composite posted respective, 5-day advances...

Monday, June 24, 2019

It’s one thing to love your employer. It’s a whole other thing to love your employer’s stock. Let’s rewind the clock and go back to the eve of the new millennium. It’s New Year’s Eve 1999 and you...

Monday, June 17, 2019

The Week on Wall Street Stocks advanced for a second straight week. The S&P 500 benchmark rose 0.47%; the Nasdaq Composite, 0.70%; the Dow Jones Industrial Average, 0.41%. Overseas shares, as tracked by the MSCI EAFE developed markets...

Monday, June 10, 2019

The Week on Wall Street Stocks rallied during a week in which Wall Street was buffeted by headlines. The S&P 500 rose 4.41%. The Nasdaq Composite and Dow Jones Industrial Average respectively added 3.88% and 4.71%. The MSCI EAFE index...

Monday, June 3, 2019

The Week on Wall Street Stocks struggled during a 4-day market week as the U.S.-China trade standoff continued to weigh on the minds of market participants. From the Friday, May 24 close to the Friday, May 31 close, the S&P 500...

Tuesday, May 28, 2019

The Week on Wall StreetStocks drifted lower last week as investors considered the possibility that the world's two largest economies might take some time to resolve key trade issues. The S&P 500 retreated 1.17%; the Nasdaq Composite,...

Monday, May 20, 2019

The Week on Wall Street Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and indications that U.S.-China trade talks would continue. Even so, the major indices had a down...

Monday, May 13, 2019

The Week on Wall Street As we noted recently, Wall Street has a wandering eye. Last week, it focused on the new tariff threats in the ongoing U.S.-China trade dispute. Stocks fell across five trading sessions: the Dow Jones Industrial...

Monday, May 6, 2019

The Week on Wall Street Stocks were up and down last week, and the three major benchmarks ended up little changed after five trading days. The S&P 500 rose 0.20% for the week; the Nasdaq Composite, 0.22%. The Dow Jones Industrial...

Monday, April 29, 2019

The Week on Wall Street Stocks returned to record territory, with both the S&P 500 and the Nasdaq Composite closing at historic highs. The S&P gained 1.20% for the week; the Nasdaq, 1.85%. The Dow Jones Industrial Average lagged,...

Friday, April 26, 2019

I heard recently that there are over EIGHT TRILLION text messages sent every day. Yes, TRILLION with a T. That means we are sending over 15 million texts every minute, and according to OneReach.com, the average text is responded to in...

Monday, April 22, 2019

The Week on Wall Street A short and relatively placid trading week wrapped up Thursday, with the major indices turning in mixed performances. The S&P 500 retreated 0.08%, the Nasdaq Composite advanced 0.17%, and the Dow Jones...

Tuesday, April 2, 2019

So much has changed for Ted and I since that fateful day and we had no idea what life had in store for us just around the corner. It was April 2nd, 2009, global financial markets were in turmoil and we were experiencing firsthand how...

Friday, September 14, 2018

Some moments in our lives are special and that can be for so many reasons. Some will be for grand events or achievements, but others for the simple beauty in a small snippet of time. I got lucky and had one of those just last week. It...

Wednesday, August 15, 2018

We see it all over the news. Another hack, more identities stolen, and more data being exposed. We're talking more and more about it with clients and rightfully so. It’s become the new world we live in and we all need to be...

Wednesday, July 18, 2018

Most executives come to Spurstone with an existing broker/advisor relationship. They may have worked with someone at a bank or brokerage firm who has managed a portfolio for them, sold them some investments, etc. In our experience this...

Wednesday, May 30, 2018

It started with a question during a recent new client interview: “I know I don’t have TENS of millions of dollars, but where do I fall on the scale for your firm? I need a lot of help but may not need everything you offer,...

Friday, April 6, 2018

Pay your taxes, but not one penny more… Everyone has to pay taxes. There is no way around that. But nobody should ever pay one penny more than they are legally obligated to! Our team oriented professionals work hard to make sure...

Sunday, March 25, 2018

“Yay! Let’s analyze my work benefits!” – Said no one. Ever.Most employees gloss over the minutia of their compensation package. They tend to evaluate cash compensation and health insurance most, then maybe the...

Wednesday, February 28, 2018

Earlier this year, just a day after Politico reported that Dr. Brenda Fitzgerald purchased shares in a tobacco company, she resigned from her position as Director of the US Centers for Disease Control and Prevention. While she has...

Friday, February 16, 2018

Spurstone Partner, Ted de Groot, elected to New England Air Museum Board of Directors Spurstone Executive Wealth Solutions is proud to announce the recent election of Ted de Groot to the Board of Directors for the New England Air...

Tuesday, February 13, 2018

I’ll admit it, sitting in front of a packed room of top advisors from throughout the country, taking questions and giving my insights around technology and client service was an oddly entertaining opportunity for me. Even writing...

Tuesday, February 6, 2018

Introducing the New Spurstone Logo! As the world continues to advance, so too does our firm. Each year, we distribute our annual client letter sharing the news of our growth and evolution. It has been exciting to build our business...

Friday, October 13, 2017

Welcome to the sixth, and final, part of the Spurstone Executive Wealth Solutions series discussing executive compensation negotiations and benefit considerations during a corporate spinoff. Through this series we are covering topics...

Friday, October 6, 2017

Welcome to the fifth part of the Spurstone Executive Wealth Solutions 6 part series discussing executive compensation negotiations and benefit considerations during a corporate spinoff. Through this series we are covering topics to...

Thursday, September 28, 2017

Welcome to the fourth part of the Spurstone Executive Wealth Solutions 6 part series discussing executive compensation negotiations and benefit considerations during a corporate spin off. Through this series we will be covering topics...

Thursday, September 21, 2017

Welcome to the third part of the Spurstone Executive Wealth Solutions 6 part series discussing executive compensation negotiations and benefit considerations during a corporate spin off. Through this series we will be covering topics...

Friday, September 15, 2017

Welcome to the second part of the Spurstone Executive Wealth Solutions 6 part series discussing executive compensation negotiations and benefit considerations during a corporate spin off. Through this series we will be covering topics...

Friday, September 8, 2017

Welcome to the first part of our 6 part series discussing executive compensation negotiations and benefit considerations during a corporate spin off. We will be covering topics to help you get a solid understanding of how your risks...

Friday, September 1, 2017

Estate planning is an often overlooked but crucial aspect of successful executive financial planning. An efficiently executed estate plan should mitigate taxes, address your unique needs and accomplish your legacy goals. With so many...

Friday, August 25, 2017

When it comes to life insurance, many successful executives can find themselves in a whole new world. There are many different types of insurance, features, funding options and venues to purchase through. With so much at stake for your...

Friday, August 11, 2017

Non-qualifying deferred compensation (NQDC) is an additional form of reward for highly compensated executives, where a qualified plan is considered too limited. A portion of earnings is withheld until a later point in time, usually...

Friday, July 28, 2017

Are you an ostrich or a magpie? What is your approach to financial planning for your retirement? Are you simply sticking your head in the sand hoping it will be all right in the end, ostrich-like, or are you keeping your wits about you...

Friday, July 14, 2017

Concerned not only about how you would pay for future healthcare, but the location and form of care you will receive? Let’s talk about it. More and more of the families we speak with are increasingly concerned in regards to...

Friday, June 30, 2017

Whether your company issued you stock options as part of your compensation package, you invest in company stock within your 401(k) plan, or you have the option to purchase company stock in an employee stock purchase plan (ESPP), there...

Friday, June 16, 2017

We live in a world fraught with risk. Almost no activity is "risk free" and a prudent investor knows that greater risk does not always mean greater reward. I believe successful families have a duty to be well educated on the risks they...

Friday, June 2, 2017

Every year, millions of Americans receive equity shares, or rights to future share purchases, from their employers. Often coming in the form of equity compensation, these share holdings can be a fantastic way for employers to reward...

Friday, May 19, 2017

Control from beyond the grave. It's an interesting thought. As a successful executive, you have invested time, stress, heartache and pride in your work and are fortunate enough to have the assets to enjoy the fruit of this labor. Not...

Thursday, May 4, 2017

Executive compensation can leave you with a substantial equity concentration and you may wish to think about diversifying the risk involved in this. Although such equity concentration can be enviable while the company is doing well,...

Friday, April 21, 2017

Navigating equity compensation requires understanding the pros and cons of different compensation offers, as well as an appreciation for the alphabet soup of acronyms you may encounter. While it may be tempting to just look at the...

Friday, April 7, 2017

Close your eyes and think about the structure of the business in which you work. What makes you successful is likely not the product you sell but the team of talent that surrounds you. You have specialists in each area of expertise...

Friday, January 27, 2017

Ask yourself this question: Is your Advisor a specialist or a generalist? Does he or she have a focused set of skills and resources to serve the unique needs of your family, or are they more general by providing basic advice for...

Friday, January 20, 2017

There’s a quote I use often by Harvey MacKay: “Time is free, but it is priceless. You can’t keep it, but you can spend it. Once you’ve lost it you can never get it back.” Understanding the concept of how...

Friday, January 13, 2017

Gone are the days of a lifelong job with a single employer. As millennials have entered the workforce and the landscape continues to change, it’s not unusual to see entire executive teams move firms seeking new and exciting...

Friday, January 6, 2017

Stock compensation can be both a wonderful and a malicious benefit. For many successful executives, these tools have been a source of great fortune and great pain, building dynastic family wealth while also dashing the lofty financial...

Friday, September 9, 2016

Wells Fargo, the largest U.S. bank by market cap, was hit with $185 million in fines yesterday for secretly creating millions of unauthorized customer bank accounts and credit cards in order to generate fees and boost employee sales...

Wednesday, May 18, 2016

Despite not being as well known as some other retirement tools, annuities account for 8.1% of all assets earmarked for retirement. With over $2.0 trillion in assets, annuities hold more funds than Roth IRAs.¹ An annuity is a...

Tuesday, May 10, 2016

You’re busy, we get it. With work and home demands, managing your wealth can often be seen as just one more thing for you to do. As a result, it often gets pushed to the back burner. You have good intentions and the reality is...

Thursday, August 13, 2015

Wings & Wheels with Associated Aircraft Group & NetJets Earlier in June, Spurstone Partners Ted de Groot and Tim Golas were invited by a client to attend the Associated Aircraft Group (AAG) & NetJets “Wings & Wheels” event...

Thursday, January 15, 2015

Spurstone Partner, Tim Golas, was recently profiled in the Wall St. Journal Wealth Advisor. This area of the Journal covers a range of topics relevant to investment and private wealth management, occasionally highlighting prominent...