Jun 1, 2022
Along for the Ride: Or How I Learned to Stop Worrying and Love the Market, Part 1 of 3
Part 1 of a 3-part series Lately, every client conversation we have been having starts with, “What is happening with the market? Will it get worse?”
Oct 26, 2021
(I’m Going Down to) Alphabet Street: Making Sense of the Tasty Soup of Equity Compensation
Congratulations. You receive the offer letter from Company X. It says some blah blah about stock, or options, or units, or whatever. You barely read it. You are super excited. You immediately call your mom. You dance around the living room. You post about “being blessed” on social.
Oct 20, 2021
No One Here Gets Out Alive: Fear and Loathing in Estate Planning for the Worst
It's the uncomfortable truth: 30% of individuals, regardless of age or marital status, shy away from creating essential estate documents. Acknowledge the awkwardness but consider the necessity of planning for the inevitable. The real-life Prince saga serves as a poignant reminder of the chaos that ensues without a plan. In the end, it's about ensuring your intentions are honored, and sparing your loved ones time and heartache. The message is clear: don't delay, start your estate planning journey today.