Financial Advisors

2022 Finance Insights with Bert Herzog on the TD Ameritrade Network

By Albert P. Herzog III, CFP®, MBA, ChFC® / January 5, 2022

EWM founder and director Bert Herzog offers financial insight for 2022 on the TD Ameritrade Network, ‘Market on Close,’ with Oliver Renick. To read weekly […]

Live with Confidence by Avoiding Holiday Scams

By EWM / December 17, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Cash Alternatives for Charitable Giving

By Julee R. Sarto, AIF® / November 24, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Why Compassion Matters: An EWM Advisor Roundtable

By EWM / November 15, 2021

 Why does compassion matter when choosing a financial planner? This question and more are discussed with Executive Wealth Management Private Wealth Advisors Duane Johnson, Todd […]

Year-End Financial Checklist

By Albert Herzog IV, CFP®, CRPC® / November 4, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Could Custodial IRAs Help Young Adults Buy Homes?

By Albert Herzog IV, CFP®, CRPC® / October 26, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more.