News and Updates
The Election Results and Your Portfolio
With last week’s elections resulting in Democratic control of both the House and Senate, we’ve received several questions about what this could mean for taxes and financial planning. While elections […]
Leaving New York Without Triggering a Residency Audit
A year of $2.1 million in compensation, mostly bonus, means hundreds of thousands of dollars in New York state tax. That is what a listener told us they stand to […]
Equity Trust Company Owns the House. Should You Still Buy It?
When a home sale involves an unfamiliar entity name and a retirement plan structure, it can look more complicated than it is. Equity Trust Company Is Not a Trust The […]
The IPO Is Day One: Why Equity Wealth Needs a Plan That Outlasts the Lock-Up
If you work at a company preparing to go public, you already know the feeling. For months, nearly every conversation has come back to one date: the day the stock […]
How to Budget When You Own Three Homes and Your Income Is Lumpy
“We’ve given up on budgeting at least four times in the past two years.” That is how a listener opened a question this week. The family has a primary home […]
What’s Next?
Every relationship begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.