If you're working for a company who is compensating you with stock, you may have been lucky to receive incentive stock options.  AKA, ISOs, are unlike other forms of stock compensation simply because, if done correctly, you can receive lower, capital...

Markets are reaching a fork in the road. This comes after the S&P 500 bounced back by more than 17% over the last two months, as the Federal Reserve chairman, Jay Powell, suggested no further interest rate rises this year. The International Monetary...

If you’ve contributed to a workplace retirement plan and have since left your job, you would then be eligible to rollover your 401(k), 403(b), or 457 plan into a Traditional IRA. There are few reasons to consider a rollover, or not to, depending on y...

After engaging in financial planning, you should expect to receive more than just a plan document. The plan, however important, should correctly include a summary of your financial goals and all the action items to help you reach them. It might also...

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©2017 BY EUREKA WEALTH MANAGEMENT.

Eureka Wealth Management is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.