When you’re a high earner with $2 to $5 million (or more) in invested assets, the decisions you make around wealth management aren’t just about money. They’re about time, legacy, efficiency, and peace of mind. You want to sleep at night too, right? Read more…
Cryptocurrency: Where It’s Been, Where It’s Going, and What You Should Know Before Investing
Cryptocurrency (or more casually referred to as “Crypto”) has transformed from a new idea to a serious topic of discussion in financial circles, boardrooms, and even among regulators. It’s gone far beyond bitcoin, and many investors are at least curious. Read more…
Missouri Capital Gains Tax Bill 594: What It Means for Investors and Why It Matters
At a time when tax policy is increasingly complex and ever-changing, staying ahead of legislative developments is essential—especially for taxpayers navigating both federal and state tax systems. Read more…
Understanding What the ‘Big Beautiful Bill” Means for You
On July 4th, the sweeping legislation known as the “Big Beautiful Bill” (BBB) was signed into law by President Trump, marking a philosophical continuation of many Tax Cuts & Jobs Act policies, with some notable changes. Read more…
Could You Qualify for a 100% Tax Exclusion When Selling Your Business? Understanding Section 1202
Selling a business is a major milestone—and for some entrepreneurs, it can also come with a unique tax-saving opportunity. If you’re planning to sell all or part of a company structured as a C corporation, Section 1202 of the Internal Revenue Code may allow you to exclude up to 100% of the capital Read more…
The Best Financial Advisors in St. Louis in 2025
Choosing the right financial advisor or wealth manager is a high-stakes decision—especially for individuals and families with significant assets. Read more…
How to Navigate Resignation and a New Job Offer While Protecting Your Equity
High-earning employees who receive equity awards as part of their total compensation package have more to consider than their base salary when changing jobs. Read more…
Should I Sell My Company Stock? A Decision Tree for Smarter Equity Decisions
When your company is doing well, holding stock can feel like a reward for your loyalty and hard work. Whether through stock options, RSUs, or employee stock purchase plans (ESPPs), owning shares of your employer’s stock can be an exciting opportunity to participate in the company's growth. Read more…
Tax-Efficient Retirement Withdrawal Strategies: Which Accounts to Tap and When
You’ve spent your career building wealth, making smart investment decisions, and diligently building your retirement savings. Now that it’s time to enjoy the fruits of your labor, the question becomes: Read more…
Understanding the Net Investment Income Tax (NIIT)
There are certain life events that can have a large impact on the taxes you pay: retiring, getting married, selling a business, inheriting assets, and more. Read more…
