Blog

Stay informed on the things that could influence your financial picture the most.
We offer research and articles.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Some people approach buying a car like they approach marriage, “’til death do us part.” Others prefer to keep their options open, trading in every few years for the latest make and model, the most cutting-edge technology, or the highest horsepower.

Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

If you have built up company securities within your employer-sponsored retirement plan, you may find yourself with a range of choices when the time comes to take a distribution.

Understanding Equity Compensation

Understanding Equity Compensation

Employers do what they can to foster a sense of ownership in their employees. After all, if you stand to benefit from a company’s success, you’re more likely to do a great job for them, or so the logic goes.

FIRE Retirement

FIRE Retirement

If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement.