Equity 411 Blog

At Schmidt Financial Management, creating a seamless client experience begins with a team that is at...

Have you ever been through a tender offer? Many of our clients have had to decide whether to partici...

As a tech professional, you’ve likely heard the term “RSU,” aka Restricted Stock Units, tossed aroun...

You're not alone if you keep ignoring those HR emails about open enrollment. We do it too. But when ...

We are proud to announce that Evan Schmidt and Dominic Hubert of Schmidt Financial Management have b...

We are thrilled to share that Evan Schmidt, Principal Advisor at Schmidt Financial Management, has b...

At Schmidt Financial Management, exceptional service starts with a team that brings deep experience,...

At Schmidt Financial Management, we believe that great client experiences start with an exceptional ...

We are proud to share that two of our advisors, Evan Schmidt, CFP®, and Dominic Hubert, CPA, have be...

At Schmidt Financial Management, we believe that behind every portfolio is a person — and it’s that ...