Tax-loss harvesting is a tax strategy that allows investors to offset capital gains with capital losses. This can help to reduce your overall tax liability.

In the ever-evolving landscape of investment opportunities, private investing has emerged as a compelling option for astute investors seeking diversified and potentially higher returns.

The constant barrage of financial news, market commentary, and investment advice can overwhelm individuals and lead to irrational behavior.

Are you aware of ALL the fees you’re paying on your portfolio? Over time, even small fees can cannibalize the return of your portfolio.

Planning for aging parents can be an incredibly difficult topic to approach. Not only because it includes financial aspects, but it can also be a sensitive subject to acknowledge that you or your parents are getting older.

At tech giants like Google and Meta (Facebook), Restricted stock units (RSUs) are a crucial part of your compensation package.

If the debt ceiling is not increased, it can have significant consequences for the economy and the financial stability of the United States.

Understanding the difference between a tax deduction and a tax credit can make a significant difference in how much you owe or get refunded.

Are you tired of the risk in your concentrated stock position, but hesitant to diversify because of capital gains taxes? Enter the Exchange Fund.

Equity compensation is a significant component of employee comp packages in the tech industry. However, tech stocks can be volatile and subject to fluctuations that can impact employees' income and wealth accumulation.

The greatest obstacle to successful investing is often the investor themselves.

Human beings are hard-wired with biases that are designed to make our lives easier – everyone has them, and they’re a way for your mind to automate decision-making.

If you're looking to finance a major purchase, you're likely weighing the options of either borrowing money or dipping into your savings. But what exactly are the costs associated with each choice?

When it comes to managing family finances, communication is key. A scheduled, straightforward family finance meeting can help everyone in the household get on the same page when it comes to spending, saving, and planning for the future.

The Fed has focused its attention on inflation expectations, which for both consumers and businesses, have come down to about 3%.

Exchange Traded Funds, more commonly known as ETFs, are one of the most frequently traded types of securities in the market.

Making waves in financial markets is the failure of Silicon Valley Bank (SVB).

Markets were shocked by the sudden downfall of Silicon Valley Bank (SVB), one of the biggest banks servicing startup companies around the world.

I recently wrote an article titled “Top 4 ways to Improve Your Retirement Score.” It was timely because budget was one of the most common topics that our clients preferred to discuss in both December and January.

Absent in the news is how gas prices have slowly come down since the summer of 2022. The biggest culprit is the lack of demand coming out of China due to their Covid lockdown policies.

Google employees often find that they are met with generous compensation packages. Google Stock Units (or GSUs) are often a large part of your compensation package, which is great, but let’s unpack how these work and how they are taxed. 

Here are some of the most discussed predictions for 2023, none of which have yet to become reality.