Robert Karp, CFP® CRPC® AIF®
Robert Karp is CEO and Managing Partner of AKD Wealth Partners of Wells Fargo Advisors Financial Network.
Roth IRA Conversions for Executives With RSUs, Stock Options, and Bonus Income
A Roth IRA conversion can sound simple: move pre-tax retirement dollars into a Roth account, pay the tax now, and create the potential for qualified Roth withdrawals later that are not subject to federal income tax.
Equity Compensation – Planning For Executives: Beyond Vesting and Selling Shares
Equity compensation can create wealth, but it can also create decisions that arrive faster than the executive is ready to make them.
Stephanie Ackler: Redefining Wealth Through Purpose, Precision, and Empowerment
AKD Wealth Partners is pleased to announce that Stephanie Ackler, CFA, President and Co-Founder, has been featured in the 2026 special edition of CIOThink Magazine titled: “The Most Empowering Women in Wealth Management.”
Investment Strategy: Equities Spotlight: Weak fundamentals limit upside for U.S. small caps
Equities Spotlight: Weak fundamentals limit upside for U.S. small-caps
Market Commentary: Can higher Treasury yields upset the market rally?
U.S. Treasury yields have moved up sharply since late February…
Chart of the Week: M&A deal multiples witness gradual growth
Global Merger & Acquisition activity….
Stephanie Ackler Featured in CIOThink Magazine titled: “The Most Empowering Women in Wealth Management – 2026”
AKD Wealth Partners is pleased to announce that Stephanie Ackler, CFA, President and Co-Founder, has been featured in the 2026 special edition of CIOThink Magazine titled: “The Most Empowering Women in Wealth Management.”
Recap of our Q2 Quarterly from the Corner – April 20, 2026
AKD had the pleasure of hosting Paul Chrisopher, CFA, Head of Global Investment Strategy for the Wells Fargo Investment Institute
