NUA Strategy in Retirement: Smart Tax Move or Risky Concentration?
“I’m retiring next year and have $3 million in my 401(k), including $800,000 in company stock with a cost basis...
Protecting Wealth—and Relationships—When Lending to Loved Ones
Aug 28, 2025
“My brother is buying a new home but won’t close on his current home until after the purchase. He asked...
Moving Millions Overseas: How to Manage Currency Risk Wisely
Aug 27, 2025
Most of my assets are in the US, but I already hold about a million in Euros. I’m considering moving...
Gold Prices Are High—Is It Time to Sell?
Aug 21, 2025
Listener Question:“I inherited a collection of gold coins from my parents who always told me to hang onto them—gold was...
Should You Join a Private Club? 5 Steps to Make the Call
Aug 14, 2025
Listener Question:We were recently invited to apply for a private social club in New York. My wife is especially excited,...
10b5-1 Plans: Timing Your Diversification Strategy
Aug 9, 2025
Listener Question:I’m an exec at a large tech company with about 50% of my net worth in company stock. The...
When the College Fund Is Covered—What’s Next for Our Kids’ Future?
Aug 7, 2025
“We’ve been putting $12,000 into each of our two kids’ 529 accounts for a few years. The balance is now...
A Strong Start: Meet Noah Lewis
Aug 5, 2025
Time flies when you’re growing a great team! We caught up with Noah Lewis, Financial Advising Analyst, as he celebrates...
Fractional Ownership vs. Full Jet Ownership: Which Makes Sense?
Aug 2, 2025
“Our family has been using fractional jet ownership for years, but now we’re thinking about buying a light jet outright....
Maximizing Your Stock Options: How to Exercise Without a Tax Shock
Aug 1, 2025
“I am an executive with a big stock option package, and I want to make the most of it. What’s...