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We get this question often from clients who work at great companies, whose stock performance has been extremely strong. Some of our clients have built significant wealth by holding onto their employer stock. As Warren Buffett likes to say, “It’s not a bad thing to keep the tax man away from your pocket for as […]

Tax planning isn’t just about crunching numbers—it’s about making sure your money is working for you in the most efficient way possible. The best strategies aren’t always the most obvious, and sometimes, a little creativity can go a long way.

Funding college is among the most significant–and expensive–decisions families face. Even for families with plenty of money, it’s one of the largest investments they will make. The role of financial planning is to create a thoughtful path to save for and fund the ideal college selection you want for your kids or grandkids.

One of the first pieces of advice I received as a young advisor had to do with how best to serve couples. Never work with just one spouse without the other one being present. (At least, most of the time.) As just about any married couple can attest, financial conversations are never just about money.

As we reflect on the past year and look ahead to the future, it’s an excellent time to reassess where we stand financially and recalibrate our goals. One of the core principles of successful financial planning is managing expectations—a concept that plays a vital role in pursuing long-term financial stability.

What happens if my bank fails? How can I protect my money? Should I switch banks? I’ve been fielding questions like these since the recent failures of technology-focused Silicon Valley Bank (SVB) and Signature Bank. Google has too. The search engine’s data reveal that the week the two banks buckled, there was a 43% increase […]

You’ve likely seen the “gridlock,” “polarization” and “stalemate” headlines to describe what the state of affairs will likely be in Washington, D.C., over the next two years of divided government. As an American, it can feel deflating, no matter which party you ascribe to.

After year upon year of stock market prices rising (also known as a “bull run”), 2022 was the worst year for investors since 2008. According to the New York Times, “virtually no stocks” were spared from losses last year. Although there were many factors at play in 2022 – the war in Ukraine, the Chinese […]

Should you have helped your adult child with a down payment on her first home last year? Was buying that nascent cryptocurrency with your bonus the right financial move? Should you have stayed another four years at your well- compensated corporate job or taken early retirement? As inflation continues to surge, interest rates spike and […]

As I wrapped another client meeting where we reviewed an investment plan and portfolio, I was heartened to hear the tone of my client’s voice change from apprehensive at the start to more assured at the end. Of course, as anyone who buys groceries and gas and sees news headlines knows, there are multiple reasons […]