Financial Calculators
A critical component of any financial plan and ongoing wealth management process is modeling through various what-if scenarios. We use these financial calculators to do just that. Creating a best-case and a worst-case makes up an investment planning framework we use to manage our client’s wealth over the years to come.
Tax Optimization Strategies for High Earners
High earners often find themselves facing substantial tax bills each year, but there are strategies available to help optimize their tax situation and keep more of their hard-earned money. In this comprehensive guide, we will explore the various tax optimization strategies tailored for individuals with significant incomes.
Are You Facing Early Retirement Decision?
You weren’t planning on making retirement decisions so soon. You thought you had years to go before you entered the critical transition period, where the choices you make now set the stage for the next 30 years of your life.
Guide to recessions: 9 key things you need to know!
How bad will the next recession be? That’s one of the questions we hear most often, especially now as the Federal Reserve aggressively hikes interest rates to rein in inflation at 40-year highs.
Cryptocurrency Explained
Cryptocurrency isn’t the black sheep it once was. It’s hit the mainstream, and it’s grabbing up more headlines and investors than ever before. These days, about 1 in 7 Americans own some type of cryptocurrency. And a little more than half of them bought it for the first time in 2020
What should I do with my old 401(k) or employer plan?
When you leave an employer (whether you’re changing jobs or retiring), your retirement plan doesn’t automatically move for you. You must make a critical decision (or risk having that decision made for you in a way that’s better for the company or costs you money).
RSUs, ISOs, NSOs & ESPPs: How to Minimize Taxes & Maximize Gains
Discover effective tax strategies for managing RSUs, ISOs, NSOs, and ESPPs. Tailored for technology professionals in Hillsboro, Oregon, this guide helps you optimize your equity compensation.
How Far Could a Cool $1 Million Go in Retirement?
A million dollars used to be the ultimate target for retirement portfolios. Retiring as a millionaire brought status and confidence that you could live comfortably during your golden years.
“Hidden” 401(k) Strategies Used by Some Investors
Most high earners are already leveraging the power of their employer-sponsored 401(k) to save for retirement. They understand the well-publicized advantages: tax deferral, the “free money” provided by the employer match, and the “catch-up” provision after age 50. However, some investors understand that there is so much more “hidden” beneath the surface of their 401(k) than just the visible benefits.
Portfolio of $500,000-$2 million? Discover the “Perfect Cocktail” Strategy Used by Wealthy Investors
If you’re not sure where to find the right techniques for your bespoke portfolio, you’re in the right place. This pivotal guide is your ticket to the financial strategy that serves your needs now and in the future, by providing you with the same tools that ultra-high-net-worth (UHNW) investors know and use.
Boutique vs. Big-Box Wealth Management: Which is Right for You?
If you’re a mid-career tech professional, your financial life is likely more complex than most. You may have equity compensation in multiple forms (RSUs, ISOs, ESPPs, NSOs), a growing investment portfolio, rising income, and a host of competing goals
The 3 Pillars of Successful Retirement Plans
If you’re within 5 years of retirement, you’re in a critical period – if you take action now, you may still be able to make up for past mistakes. The decisions you make now will define your retirement lifestyle and your ability to retire successfully.
How to Choose a Financial Advisor
Recent Vanguard study found that, on average, a $500K investment would grow to over $3.4 million under the care of an advisor over 25 years, whereas the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would average 8% annualized growth over a 25-year period, compared to 5% from a self-managed portfolio.
Sudden Wealth Inheritance?
Coming into money? You have a lot of new decisions to make. Without a strategy or careful planning for your sudden wealth, you could open yourself up to many risks – even losing your sudden wealth completely. Learn more about these easily avoided pitfalls in this guide.
