When Intel Stock Moves, Advisors Hide
When Markets Move, Bad Advisors Hide
Recent Intel news has revealed a troubling truth: employees often struggle with complex stock compensation decisions - RSUs, ESPP timing, tax optimization, and vesting schedules.
Most use generic calculators or ignore their equity entirely, missing opportunities and creating tax inefficiencies...
Yet too many retirees are hearing nothing but silence from advisors who should be providing guidance, context, and reassurance during exactly these moments.
The Systemic Problem
After more than a decade observing the financial advisory industry, I've seen this pattern repeatedly. Market volatility exposes the fundamental disconnect between what people need and what many advisors actually provide.
You deserve an advisor who proactively explains how market developments affect your retirement goals, not one who only calls when they want to sell you something.
What You Can Do Right Now
- Demand a market impact analysis - Your advisor should explain how recent changes affect your specific situation
- Request fee transparency - Ask for a detailed breakdown of all costs in your portfolio
- Evaluate communication quality - Are you getting proactive guidance or just quarterly statements?
The Path Forward
The retirement advisory relationship you deserve exists. At Grinstead Wealth Management, we believe you should receive clear communication, transparent fees, and proactive guidance - especially during market uncertainty.
You've worked too hard and too long to settle for substandard advisory service in retirement.
