Financial Blog

Why an IPO Is a Financial Turning Point An initial public offering is a major milestone for a company and a pivotal

A Strong Year Is Worth Acknowledging But Not Chasing By most measures, 2025 was an exceptionally strong year for the stock market.

Whether you’re just starting to build wealth or already have multiple accounts and years of savings behind you, everyone has questions about

For many professionals, stock options feel like a second language, one you’re expected to speak fluently the moment a liquidity event shows

Stocks are up big again in 2025, and it feels like everyone is talking about it. From headlines celebrating record highs to

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

Meeting with a financial advisor for the first time can feel like a big step. You’re talking about your money, your goals,

AI is everywhere, your phone, workplace, in headlines, and yes, even in stock charts. U.S. markets have set repeated record highs in

Just because gold is in the news doesn’t mean it deserves a spot in your plan. Let’s take a step back and

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