Meet Nathaniel Smith: Advisor Support Associate at Schmidt Financial Management
At Schmidt Financial Management, delivering exceptional service to our clients means having a team that ...
Dominic Hubert Named 5-Star Financial Planner by InvestmentNews
We are proud to announce that Dominic Hubert, Financial Advisor at Schmidt Financial Management, has been ...
Meet Nancy Russell: Client Service Associate at Schmidt Financial Management
At Schmidt Financial Management, creating a seamless client experience begins with a team that is attentive, ...
Client Success Story: Tender Offer
Have you ever been through a tender offer? Many of our clients have had to decide whether to participate in a ...
What is an RSU? Understanding How Restricted Stock Units Work
As a tech professional, you’ve likely heard the term “RSU,” aka Restricted Stock Units, tossed around in job ...
3 Ways to Make the Most of Your Equity Compensation Benefits Elections
You're not alone if you keep ignoring those HR emails about open enrollment. We do it too. But when you work ...