Financial Blog

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

You’ve worked hard to build what you have. The next step is making sure it doesn’t get lost or tangled up when

The market’s hitting record highs and everyone’s buzzing. You check your portfolio and it’s looking pretty sweet. Feels good, right? The big

No matter what age you are, now is the time to get serious about retirement planning. While it might feel far off,