What Unrealized Gain/Loss Means for Your Investments

An overview of unrealized gains and losses, the precise meaning of these metrics, and why they are often not a complete picture of long-term performance.

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Should I Own the Real Estate My Business Operates In?

As a business owner, you're constantly making decisions that shape your company's financial health and future. One major question you may face is whether to buy the property where your business operates.

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Tax Implications of Divorce

You made it through the grueling process of getting divorced, which is difficult enough, but now you have one more hurdle: filing your taxes.

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Charitable Trust vs. Private Foundation: Key Differences for Financial Planning

A comparison of charitable trusts and private foundations, with a focus on their respective benefits for personal financial planning.

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Protecting Your Assets From Divorce, Before and After Tying the Knot

An overview of common options for protecting assets before and after marriage, including trusts, prenuptial agreements, and postnuptial agreements.

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Tax Implications for Widows and Widowers

The loss of a spouse has been described to me by clients as “all-encompassing grief” and “an indescribable emotional, physical, and mental fatigue.” For those who have experienced a significant loss recently, the burden of financial decision-making may feel like a weight added to an already heavy load.

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Common Considerations When Selling Equity Compensation

An overview of common considerations when selling equity compensation, including both company compliance and alignment with personal financial goals.

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Total Return: Understanding Investment Performance Fundamentals

How total return combines income and capital appreciation to provide a complete picture of investment performance.

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Donor Advised Funds Offer a Flexible Tool for Estate Planning

Why using a Donor Advised Fund can offer valuable flexibility compared to naming a charity directly in your estate documents.

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