Feb 13, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Retirement Income Planning, Tax Planning, Uncategorized
For many professionals today, equity compensation is not just a nice perk, but a significant source of wealth accumulation over their careers. Whether through restricted stock units (RSUs), stock options, or other forms of company equity, these awards have become...
Jan 16, 2026 | Estate Planning, Financial Planning, Retirement Income Planning, Tax Planning
As former Senator Max Baucus once observed, “tax complexity itself is a kind of tax.” While this is the case every year, this is especially true in 2026 as many significant tax policy changes create new tax and financial planning opportunities. From new...
Jan 8, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
The start of the year was positive for stocks and bonds, continuing the rally from recent years. This might be surprising to some investors since there were several periods of volatility driven by geopolitics and Federal Reserve policy. While headlines created...
Jan 2, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April’s tariff announcements, ongoing developments in artificial intelligence stocks, the passage of...
Dec 4, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Tax Planning
As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning is a year-round activity, many calendar deadlines for tax-related activities fall on December 31. For this...
Oct 3, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
Investors experience market swings as a normal part of investing, and this year has been no exception. While market declines – such as the tariff-driven sell-off – can be uncomfortable, they also create opportunities to invest at more attractive...
