Sammy A. Azzouz
JD, CFP®
Richard P. Ellenberger
CFP®, AIF®
Savant
The Dow reflects only part of the market. Learn why diversification and an Investment Policy Statement matter during market stress.
Savant
Financial planning in Westwood, MA for high income families. Learn how wealth management in Westwood supports long-term growth and legacy planning.
Savant
While some have already put tax season behind them, millions are scrambling to meet the October 15th extension deadline. This can be stressful, but with better planning, you can make next year’s tax season smoother and potentially reduce your tax burden. Here are some tips to get you started.
Two common stock option types offered by technology companies include nonqualified and incentive stock options. Learn the key features and tax treatment of nonqualified stock options.
As markets shift and liquidity events unfold, it’s important to revisit your equity compensation strategy. Whether you hold incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), or restricted stock, thoughtful planning can help you make the most of your opportunities while managing risk.
Learn how incentive stock options interact with the alternative minimum tax and strategies to help avoid unexpected tax bills.
What to do with restricted stock units—sell or keep—is important to your long-term financial planning.
Selling RSU shares after leaving California? Learn how California residency rules affect state taxes on RSUs, stock options, and equity compensation.
Avoid paying tax twice on RSU sales. Learn how cost basis errors on Form 1099-B can lead to double taxation and discover tips to correctly report RSU income and capital gains on your tax return.
Discover how pre-IPO tech giants like Facebook, Uber, and Slack use double-trigger RSU vesting to attract and retain top talent while solving tax and liquidity challenges. Learn why this equity strategy fuels unicorn growth and shapes compensation innovation.
Q1 2026 market review covering geopolitics, global equities, bonds, and alternatives, with a disciplined outlook focused on diversification and long-term goals.
Give your retirement plan a fresh look this spring. Learn which key areas employers should review to keep plans aligned, compliant, and working for employees.
