What to Do If Your Company Is Planning to Go Public
Why an IPO Is a Financial Turning Point An initial public offering is a major milestone for a company and a pivotal moment for employees who hold equity. On paper, an IPO can instantly increase net worth. In reality, it introduces a new layer of financial, tax, and emotional complexity. The decisions you make before […]
5 Smart Financial Moves to Start 2026 Strong
A Strong Year Is Worth Acknowledging But Not Chasing By most measures, 2025 was an exceptionally strong year for the stock market. Many portfolios benefited from solid returns, and investors were rewarded for staying invested through uncertainty and volatility. Still, market performance alone doesn’t define financial success. Strong returns are helpful, but they don’t automatically […]
Financial Planning FAQs: The 6 Most Common Questions We Get from Clients
Whether you’re just starting to build wealth or already have multiple accounts and years of savings behind you, everyone has questions about planning financially for their future. Here are the six most common questions we hear and how we answer them, with clarity, honesty, and the goal of aligning finances with life (not the other […]
Your Guide to Stock Options During a Liquidity Event: Taxes, Timing, and Smart Moves
For many professionals, stock options feel like a second language, one you’re expected to speak fluently the moment a liquidity event shows up. And when your company is approaching an IPO, acquisition, tender offer, or secondary sale, the stakes can feel even higher. A liquidity event can unlock a major financial opportunity, or create a […]
Feeling Market FOMO? Here’s How to Join the Rally Without Losing Your Cool
Stocks are up big again in 2025, and it feels like everyone is talking about it. From headlines celebrating record highs to friends boasting about the next big winner, it is easy to wonder: Am I missing out? That fear of missing out, or FOMO, is powerful. It can make even experienced investors feel like […]
Making the Most of Your Equity Compensation: A Guide to Stock Options, RSUs, and Beyond
For a lot of professionals, especially in tech, biotech, and fast-growing startups, equity compensation isn’t just a nice bonus. It’s a big part of how they’re paid and, handled right, it can be a major way to build wealth. The tricky part is that these plans are complicated, and the tax side can get messy […]
How to Meet with a Financial Advisor: What to Ask, Expect, and Prepare
Meeting with a financial advisor for the first time can feel like a big step. You’re talking about your money, your goals, and your future. That’s personal stuff. A lot of people put it off because they’re unsure what it’ll be like or worry it’s going to feel like a sales pitch. Let’s be honest. […]
Are AI Stocks in a Bubble, or Just Leading the Next Cycle?
AI is everywhere, your phone, workplace, in headlines, and yes, even in stock charts. U.S. markets have set repeated record highs in 2025, which naturally raises the question: Is this the next tech bubble, or is there fundamental fuel behind the rally? Below is a look at what’s happening and how to invest prudently without […]
Gold Prices Are Soaring – But Does It Really Belong in Your Portfolio?
Just because gold is in the news doesn’t mean it deserves a spot in your plan. Let’s take a step back and look long-term. Gold is having its moment. Prices are up, news outlets can’t stop talking about it, and maybe you’ve even wondered if you’re missing out. But here’s the thing: before jumping in, […]
Transform Your Future with Financial Coaching
If you’re between 35 and 50 and living in Scottsdale, you’re probably balancing a lot right now. Maybe you’re saving for your children’s college while trying to grow your retirement accounts. Maybe you’re dealing with taxes, mortgages, or figuring out how to keep up the lifestyle you’ve worked hard for. It’s a lot to juggle. […]