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 […]

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.

Painting your own unique life vision Paint-by-numbers kits were popular back in the sixties. Folks would purchase a kit, create the piece and hang it on the living room wall. Sometimes the results were good; other times disappointing; always unpredictable.