Making Sense of Your Employee Stock Options
By Landon Fritch, CFP® and Tom Burleigh, CFP®, CTFA Your paycheck pays the bills, but your stock options could build real wealth. So, what’s the catch? Between vesting schedules, exercise prices, and complex tax rules, it’s easy to get lost in the details and miss out on their full potential. The good news is that […]
Trump Accounts: A Closer Look
By Timothy Hamilton, CFP®, CPWA® The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduced a new type of savings vehicle for American children: the Trump Account. While our earlier article on the OBBBA touched on Trump Accounts as part of a broader overview, the program warrants a deeper look. […]
Waiting for the AI Productivity Boom
By Ellen Hazen, CFA®, Chief Market Strategist What We’re Watching in June • Federal Open Market Committee (“Fed”) meeting June 16-17. This will be the first meeting with Kevin Warsh as chair. Markets are expecting no action on the overnight federal funds rate (although are pricing in a rate increase later in 2026), but Chair […]
Charitable Giving – Make 2025 Count
The One Big Beautiful Bill Act (OBBBA) will significantly change how charitable giving affects your taxes.
Executive Compensation: Understanding RSUs
RSUs and how you as an employee should evaluate this benefit as a part of your overall financial plan.
Executive Compensation
Companies looking to attract and retain top talent have several tools beyond cash compensation. For executives and key contributors, these additional benefits could include stock awards, deferred compensation, specialized retirement plans, or long-term incentive plans. When structured well, these executive compensation benefits can serve to encourage alignment and retention for the employer and provide significant value to the employee.
What to Consider When Moving Abroad
By Tom Goodwin, Certified Financial Planner®, Global Financial Planner Choosing a Location The decision to move and live abroad as a US citizen requires a great deal of time and planning. First and foremost, there are the decisions on what country you will live in, when you will depart, and how long you intend to […]
Social Security Fairness Act Update
By Laurie Faille, CFP®, CDFA®, Principal, Private Client Advisor Workers with reduced or eliminated Social Security payments will regain their benefits with a new law that passed just days before congress adjourned. The Social Security Fairness Act of 2023 cleared its final hurdles passing the Senate on December 27, 2024, and was signed into law […]
The Cost of Pet Ownership
By Jessie Butler, CFP®, Principal, Private Client Advisor In January 2023 my family said goodbye to our 16-year-old puggle, Jack. That was one of the most difficult days our family has ever experienced together; I miss him every single day. Recently, our kids have been hounding us for another dog, but I am reluctant. I […]
Checking in with Your 401(k)
Amidst the hustle and bustle of everyday life, many of us don’t have the time or energy to monitor our 401(k) account (or other retirement plan). While too much tinkering can be problematic, the temptation to “set and forget” 401(k) funds should also be resisted. We recommend that clients perform periodic check-ins with their retirement […]