Articles, Market Commentary
& More

Past Commentary & Articles

Wise Women
January 13, 2023
no alt text set

Life can feel out of control during the divorce process and it’s natural to have an emotional reaction that drives you to keep the marital home. Don’t forget to pause and consider the details before finalizing your divorce settlement.

Article
January 11, 2023
no alt text set

It’s beginning to feel like open season for massive corporate layoffs. Several well-known tech companies that expanded employee headcount in 2020/2021 are reconsidering their growth trajectories.

Article
January 11, 2023
no alt text set

Equity (stock)-based compensation is a way for companies to reward their executives with shares of stock or stock options. These types of compensation can be an important part of an executive’s overall compensation package, and can provide a number of benefits to both the executive and the company.

Market Commentary
January 10, 2023
no alt text set

Long-term, globally diversified investors willing to tolerate short-term volatility in the pursuit of long-term returns can seem rare. This was especially the case last year. Over time, however, we believe the benefits of adopting this mindset can be enormous.

Article
January 9, 2023
no alt text set

As predicted, SECURE 2.0 is now the law of the land, having passed both houses of Congress and signed by President Biden just before the end of the year. The new law has many provisions that will make it easier for employees to save for retirement, and plan sponsors/business owners should be aware of rule changes that will impact existing and new plans. We lay out the most important points.

Article
January 4, 2023
no alt text set

Creating a personal budget can play an essential role in helping you take control of your finances and achieve your financial goals. It’s also a handy tool for those who find themselves on their own after divorce or the loss of a spouse.

White Papers
December 31, 2022
Evidence-based investing ebi

This paper introduces the methods and conclusions of evidence-based investing and relates how an investor can best capture market gains while avoiding the pitfalls of conventional approaches.

Article
December 21, 2022
no alt text set

Many of us dream of our retirement day and how wonderful it will feel to finally be in control of our own schedule. We diligently work through the details of our financial plan each year to hit the mark. But anything can happen between now and then, and some of those things may be out of our control and we mitigate them as best we can. There may be other factors within your control that you may have overlooked. Here are three key retirement planning areas that are often missed.

Article
December 20, 2022
no alt text set

An assignment to work overseas – either temporarily or permanently — can be an exciting and rewarding experience for any executive. However, the tax implications of working in a different country can be daunting. To keep such assignments attractive, and to help executives manage potential tax burdens, international companies may employ a technique called tax equalization.

Article
December 14, 2022
no alt text set

With 2022 ending soon and the holiday gifting season in full swing, you may be considering a contribution to a child or grandchild’s education. With the rising cost of tuition, adding to a child’s education savings could be a welcome gift!

Contact