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FAQ: Bitcoin 101

For those trying to better understand bitcoin and cryptocurrencies, here’s our understanding on a handful of frequently asked questions

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2021 Planning Guide: What You Need to Know

A quick reference for tax rates, savings and retirement contributions, college savings strategies, as well as Social Security and Medicare information.

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White Paper: Understanding the Nuances in Investment Performance

Measuring investment performance is an art, not a science. For many this notion can prompt an uncomfortable response as it repudiates what should be entirely impartial statistical information. The reality however is that there are many subjective conditions that dictate the numerical output of such analyses. Therefore, it is important to have a thorough conversation […]

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Understanding Employee Stock Options

You’ve worked hard for your employer for several years and been rewarded with options on the company stock. Now stock options make up a large share of your wealth and you’re thinking it’s time to pay more attention. But what are these options worth and how should they be handled? As employers have grown more […]

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White Paper: Dollar-Weighted Versus Time-Weighted Returns – Should You Care?

If you invest and reinvest in a stock over time, what’s the best way to measure your overall return when you eventually cash out?