Equity compensation: Big opportunities, but beware the risks  

June 27, 2024

Equity can be an important part of a new employee’s compensation package or a way for employers to show their appreciation for a job well done. While equity compensation can lead to a nice financial payout, it is not without risk. This article explores the basics of equity compensation, understanding potential downsides—including concentration risk—and how to solve for that risk.

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Six Financial Best Practices for Year-End 2022  

November 11, 2022

Share this piece with clients and prospects to offer six financial best practices for year-end 2022. This year's tips cover cash flow management, tax planning, healthcare coverage, and general financial planning in the context of 2022 events, including higher interest rates, inflation, and market volatility.

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Six Financial Best Practices for Year-End 2020  

November 29, 2020

Share this 818-word piece with clients and prospects to offer six financial best practices for year-end 2020. This year's selection is based on some of the changes that took place in 2020, including charitable giving tax breaks, general tax-planning opportunities, altered lifestyle planning considerations, and more.

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