Blog

September 19, 2024
US Elections, From The Outside Looking In
US presidential elections are terrific entertainment. Given their cost (a couple of billion US dollars for either side), this is just as well. This uniquely elevated price point might help to explain why every election is “the most important in our lifetime” and a “genuine toss-up” between the two main candidates. If a candidate were […]
Read This >>
September 18, 2024
How to Get More Out of Your Amazon Executive Compensation
Amazon provides a comprehensive benefits package designed to help you accumulate wealth, manage risks, and plan for retirement. Understanding these benefits is essential for maximizing your financial future. Our wealth consultants are ready to help you understand how today's decisions can shape your long-term goals. Reach out to us to learn how we support Amazon […]
Read This >>
September 16, 2024
Stay Current: Easy Steps to Update Your Estate Plan
As your life evolves, so should your estate plan. It's common for people to create their estate plan and then set it aside, but revisiting and updating these documents is essential. An outdated plan, though better than none, can lead to complications when distributing your estate. Keeping your documents up to date ensures your assets […]
Read This >>
September 12, 2024
VC Dealmaking Begins to Rotate
After a decade of strong performance, early-stage and growth companies have faced significant challenges since early 2022. These challenges include rising interest rates, reduced exit activity, and falling valuations. To illustrate the shift from a bull to a bear market for VC-backed companies, consider the following two charts. The first shows that the post-IPO performance […]
Read This >>
September 11, 2024
More than Just a Will: Understanding Your Estate Plan
Estate planning is often misunderstood as simply drafting a will, but it involves much more. A comprehensive estate plan includes a range of documents that outline who will inherit your assets and who will manage your affairs if you're incapacitated. It’s important to understand the key components of an estate plan, common pitfalls, and why […]
Read This >>
September 9, 2024
Is Your Estate Plan Up to Date? Essential Questions to Ask
Your estate plan isn't just a set-it-and-forget-it kind of thing. It's like a living, breathing document that evolves with you. Just as your life changes, so too should your estate plan. That’s why it’s crucial to review your will and other documents every 3-5 years to make sure they still reflect your current wishes, as […]
Read This >>
September 6, 2024
Top Strategies for Medicare Open Enrollment
As we dive into the Medicare Open Enrollment period, it’s a great time to get a handle on your healthcare options. This annual event, running from October 15th to December 7th, is your chance to review, adjust, and potentially enhance your Medicare coverage. For many, navigating through the various plans and changes can be quite […]
Read This >>
September 5, 2024
The Successful DIY Investor Trifecta
Readers may be surprised to know that in the process of interviewing clients to work with our firm, we often encourage them to continue self-managing their investments. While it is beneficial to any business to onboard more clients, people who are legitimately equipped to do it themselves can have success managing their own portfolio. The […]
Read This >>
September 3, 2024
Concentrated Stock Risks: How to Protect Your Wealth and Achieve Long-Term Goals
Many investors find themselves with a substantial portion of their wealth tied up in a single company. This might come from executive compensation, an inheritance, or just savvy stock picking. What starts as a well-balanced portfolio can easily become dominated by one stock, especially in regions with booming tech sectors. When a single stock makes […]
Read This >>
August 30, 2024
10 Tips for Women to Maximize Their Retirement
Women face unique financial challenges when planning for retirement. Expectations that they will assume the majority of caregiving responsibilities toward children and aging or ill family members can hamper retirement saving options—plus, women tend to live longer than men, so in heterosexual relationships they require a greater pool of savings or income. Understanding and addressing […]
Read This >>
  • Categories

NEWSLETTER