Posts by Nick Ziarek
Shakespeare Investment Philosophy: Celebrating 25 Years
Shakespeare Investment Philosophy: Celebrating 25 Years Written By: Nick Ziarek, CFP®, CFA As we look back on 25 years for Shakespeare Wealth Management, we are reminded about the foundations that helped…
Read MoreTip of the Month | May 2024
Tip of the Month | May 2024 HSA Contributions Written By: Nick Ziarek, CFP®, CFA Are you eligible for a Health Savings Account (HSA)? These are our favorite investment accounts because…
Read MoreTip of the Month | April 2024
Tip of the Month | April 2024 Upload Your Tax Return Written By: Nick Ziarek, CFP®, CFA Remember to email or upload a copy of your 2023 tax return once it…
Read MoreWhat Is Direct Indexing?
What Is Direct Indexing? Written By: Nick Ziarek, CFP®, CFA The investment world is always evolving and along with that comes new products and strategies for investors to choose from. The first…
Read MoreTip of the Month | February 2024
Tip of the Month | February 2024 Schwab Tax Documents Written By: Nick Ziarek, CFP®, CFA Schwab is targeting for all 1099s to available by mid-February. If you are still…
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