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
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…
CEFEX Certification: What It Is and Why It Matters
When choosing a doctor for life-saving medical treatment, you’d never settle for somebody without the correct certifications. There’s too much on the line to ignore whether they have the correct letters behind their name—MD, DO, PhD, and so on. Read more…
An Overview of Cash Balance Plans: What They Are, The Benefits, and The Trade-Offs
As a retirement plan advisor, I help business owners come up with the right mix of employee benefits to attract and retain talent as well as build a secure retirement for themselves and their employees. Read more…
6 Tax Reduction Strategies to Consider During Market Uncertainty
When market volatility skyrockets, investors often feel at the mercy of wildly fluctuating portfolios. Read more…
AI & Imposter Scams: 7 Tips to Protect Yourself
As technology advances in the area of artificial intelligence (AI), so does the opportunity for cyber criminals to use AI tools to their advantage. Read more…
How Separately Managed Accounts (SMAs) Help High-Net-Worth Investors Manage Complex Portfolios
As your wealth grows, so does the complexity of managing it — like upgrading from a yard that usually just needed a quick mow to one that needs seasonal landscaping, targeted irrigation, and routine weed-pulling. The same principle applies to investing. What starts as a simple 401(k) and a few Read more…
