One reason Consilio Wealth Advisors went independent, was to access a greater variety of investment & technology solutions for our clients. With improved flexibility, we’re now able to provide our clients with greater value.

After being confined to their homes, Americans are spending on long-delayed vacations, weddings, etc. The shift has caused demand to increase for hotels, car rentals, and airlines. All of these industries are working to build back staff headcount, since purging in 2020.

No matter what you do for a living or your future goals, it’s important to ensure your hard-earned dollars are safe and accounted for. One of the best ways to keep track of these items is by doing an annual review, focused on unclaimed assets, credit reports, and password security.

What once were high flyers, Netflix, Meta, and Paypal are moving to the Russell Value 1000 Index. What makes these companies suddenly classified as “value”?

Are you searching for more information on the differences between an RSU vs options like NQSOs and ISOs? To get the right stock options for your needs–and for valuable advice on using these options–read on.

The market sentiment shifted from high inflation to possible recession. The first half of the year is a gentle reminder that not everything is permanent.

The S&P500 had recently entered the bear market territory, an arbitrary mark of 20% down from previous highs. If you’re wondering, “what is a bear market?” We broke it down for you.

The S&P 500 entered bear market territory (20% loss) during the second week of June. Inflation has taken over as the main worry on every investor’s mind. Going back to the 1950s, consumer sentiment has averaged 86. The latest reading at 50.2, the lowest on record.

As a Microsoft employee, one of the key elements of your compensation plan are your stock awards - aka restricted stock units (RSUs). Microsoft RSUs can be extremely beneficial if you know what steps to take. Keep reading for a complete guide.

There are two types of inflation measurements - headline and core. Headline inflation measures everything from furniture, cars, food, gas, etc. Everything that has a price, gets counted. Core inflation measures everything except for food and gas.

When you ask most tech professionals which of their most valuable asset is, many will tell you it is their real estate or stock portfolio. However, at Consilio Wealth we believe that your biggest asset is your ability to earn an income.

When the world was sheltered in place, lots of people found a new interest in stock market trading. Gamestop, AMC, or stocks with questionable business prospects were “going to the moon”. It has since evolved into cryptocurrencies, NFTs, and other obscure investible assets.

Remember when the markets were volatile, and you were hesitant to buy at every chance you got? Here’s a recap from the future (2032).

In an additional effort to make financial planning less intimidating and more straightforward, the firm will be launching a podcast—Top of Mind with Consilio Wealth Advisors.

The Chinese government has enforced tight restrictions on nearly 180 million people as they are under a “zero Covid” policy. We break down how this creates an impact on a global scale.

Back in November 2021, we wrote about how Series I bonds worked. Now, these bonds are paying 9.62%, as inflation is slightly higher today than it was in November. Remember, these bonds will go up and down with inflation.

Streaming subscriptions are getting another look as budgets are being squeezed by inflation. Here’s what it indicates for the economy.

The media is full of making predictions about where markets are headed next. Often, there will be two opposing viewpoints with the credibility to back each claim. But most pundits fail to be half right with their predictions. Here’s why.

It is our belief that every growing advisor should question if their current firm & team is the right place. After an exhaustive two-year due diligence process, we made the decision to transition our firm to an independent Registered Investment Advisor (RIA). Here’s why.

RSU income for tech employees tends to be a large sum of their total annual income. Here are the top 4 recommendations for managing your tax bill due to RSU income.

Dealing with a recession requires focusing on what you can control. Consider these eight tips as you navigate making assessments and decisions during a recession.