by Springwater Wealth | Jul 7, 2023 | Newsletter
You can read our market commentary for the second quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | Apr 25, 2023 | Newsletter
You can read our market commentary for the first quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | Jan 2, 2023 | Investment Management, Newsletter, Wealth Management
You can read our market commentary for the fourth quarter of 2022 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | Jul 7, 2022 | Newsletter
You can read our market commentary for the second quarter of 2022 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | Jun 14, 2022 | Investment Management, Newsletter, Retirement Plans, Taxes, Wealth Management
Each fall, the IRS announces retirement plan limits for the next year. In November 2021, we detailed those 2022 plan limits on our website. As we write this, we’re almost halfway through the year. Here are some tips to take advantage of the 2022 IRS retirement plan...
by Springwater Wealth | Apr 29, 2022 | Newsletter
Employee Stock Purchase Plans can be a very attractive way to buy your employer’s stock, typically at a discount of up to 15%. But the tax rules around the sale of this stock can be complicated, and determining whether or not you’ll owe tax on the sale can be...
