IntelliVest Wealth Management Blog

Microsoft Stock Split History
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Microsoft Stock Split History

Microsoft has split its stock nine times since going public in 1986, with the most recent 2-for-1 split in 2003. Stock splits increase the number of outstanding shares while maintaining the company's market value, making shares more accessible to investors. Learn how Microsoft stock splits may impact your investment strategy.

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Apple Stock Split History
finance planning Logan Dickey finance planning Logan Dickey

Apple Stock Split History

Apple has split its stock five times since going public in 1980, with the most recent 4-for-1 split in 2020. Stock splits increase the number of outstanding shares while maintaining the company's market value, making shares more accessible to investors. Learn how Apple stock splits may impact your investment strategy.

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Intellivest Wealth Management Partners with Troy Turner, CPA to Provide Tax Services in Spartanburg, SC
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Intellivest Wealth Management Partners with Troy Turner, CPA to Provide Tax Services in Spartanburg, SC

Discover how Intellivest Wealth Management has partnered with Troy Turner CPA to provide tax services in Spartanburg, SC. This collaboration offers integrated financial and tax planning, helping individuals and businesses optimize their wealth while minimizing tax liabilities. Get personalized, tax-efficient strategies from trusted professionals. Contact us today!

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What Is a Beneficiary? Everything You Need to Know
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What Is a Beneficiary? Everything You Need to Know

A beneficiary is someone designated to receive assets or benefits from a will, life insurance policy, trust, or retirement account. Understanding what a beneficiary is and choosing the right one is crucial for effective estate planning. Learn more about the different types of beneficiaries and how they impact your financial future.

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What is a 401(k) and How Does It Work?
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What is a 401(k) and How Does It Work?

A 401(k) is a powerful retirement savings plan that allows employees to invest a portion of their paycheck before taxes are deducted. With tax advantages, employer matching, and the potential for compound growth, a 401(k) helps you build wealth for retirement. Learn how it works, the different types (Traditional vs. Roth), and why contributing can be a smart financial move. Discover everything you need to know about maximizing your 401(k) savings today!

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What Happens to Your 401(k) When You Die?
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What Happens to Your 401(k) When You Die?

Wondering what happens to your 401(k) when you die? Learn how your retirement savings are passed to beneficiaries, the options available for spouses and non-spouses, and the tax implications they may face. Ensure your legacy is protected by updating beneficiary designations and integrating your 401(k) into your estate plan. Discover key insights to secure your financial future for your loved ones.

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Unlocking the Value of Independent Trustee Services

Unlocking the Value of Independent Trustee Services

Independent trustee services provide impartial, professional management of trust assets, ensuring fairness, compliance, and expert financial oversight. Whether managing family trusts, special needs trusts, or high-net-worth estates, independent trustees bring stability and peace of mind. Learn how these services can safeguard your legacy and streamline trust administration.

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