Malissa Marshall, CFP®, MS Tax, EA
Year End Portfolio Management: Checklist
An outline of some of the steps you can take now to rebalance your portfolio and set yourself up for success in the New Year
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Malissa Marshall, CFP®, MS Tax, EA
- Dec 2, 2022
- 5 min
Tax-Efficient Charitable Giving Strategies
Using Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) for tax efficiency.
15 views
Malissa Marshall, CFP®, MS Tax, EA
- Nov 18, 2022
- 4 min
Cross-Border Tax Notes #1 - Mapping the Terra Incognita
Making sure you know what you don't know.
8 views
Malissa Marshall, CFP®, MS Tax, EA
- Nov 11, 2022
- 2 min
Reflections on Four Years in Business
Looking back & looking ahead
7 views
Malissa Marshall, CFP®, MS Tax, EA
- Nov 3, 2021
- 6 min
Year End Equity Comp Planning: Investments (1 of 3)
Investment considerations for making year end planning decisions around your equity compensation.
37 views
Malissa Marshall, CFP®, MS Tax, EA
- Feb 28, 2021
- 2 min
Playing the Long Game: Celebrating Two Years in Business
Two years ago, my firm’s registration as a Registered Investment Advisor was approved by the state of VT. It has been an incredible journey.
120 views
Malissa Marshall, CFP®, MS Tax, EA
- Feb 11, 2021
- 5 min
Is There A Difference Between Restricted Stock and RSUs?
Those who receive equity compensation are likely familiar with restricted stock or restricted stock units (RSUs). What's the difference?
54 views
Malissa Marshall, CFP®, MS Tax, EA
- Jan 25, 2021
- 6 min
How To Build A Strong Estate Plan
Estate planning can present many challenges. When done right, it ensures your wishes are followed and your loved ones are cared for.
48 views
Malissa Marshall, CFP®, MS Tax, EA
- Sep 29, 2020
- 6 min
What You Need To Know About Your Corporate Equity Benefits
Corporate equity benefits can add value to your finances. Learn to create a plan to maximize your compensation and minimize your tax bill.
75 views
Malissa Marshall, CFP®, MS Tax, EA
- Aug 26, 2020
- 5 min
How Do You Build A Well-Structured, Tax Efficient Portfolio?
Your portfolio plays a significant role in your financial life. Here are three basic tenets to crafting a balanced investment portfolio.
61 views
Malissa Marshall, CFP®, MS Tax, EA
- Jun 30, 2020
- 3 min
The Joyful Intricacies of Filing US Taxes When Living Abroad or Owning Foreign Financial Assets
Filing US tax returns when you live and work abroad can add significant complexity to the process - you may have learned that the hard way.
93 views
Malissa Marshall, CFP®, MS Tax, EA
- Mar 29, 2020
- 2 min
Now’s a Good Time to Review (or Prepare) Your Advance Directive
In this time of the coronavirus pandemic, I wanted to spend some time discussing Advance Directives.
57 views
Malissa Marshall, CFP®, MS Tax, EA
- Mar 28, 2020
- 2 min
Market Volatility - What Should You Do?
Due to recent stock market volatility, I wanted to share how we're guiding our clients through this time and focusing on the long-term.
54 views
Malissa Marshall, CFP®, MS Tax, EA
- Feb 4, 2020
- 4 min
How A Financial Plan Can Create Freedom
Most people have never worked with a planner before – so I wanted to share how financial planning can impact your life in a meaningful way.
61 views
Malissa Marshall, CFP®, MS Tax, EA
- Jan 5, 2020
- 1 min
Reading List
Books about planning, books not about planning - books I have enjoyed reading recently
70 views
Malissa Marshall, CFP®, MS Tax, EA
- Dec 11, 2019
- 3 min
Do Not Go Gently 🕯
While it is unlikely that tax planning is a priority during the holiday season, I wanted to share some final thoughts before the year closes
57 views
Malissa Marshall, CFP®, MS Tax, EA
- Nov 6, 2019
- 4 min
The Ghost of Tax Returns Past 😱 - Gaining Perspective
Despite how scary they may be, taxes are really the shadow aspect of financial planning, since they underlie almost all financial decisions.
41 views
Malissa Marshall, CFP®, MS Tax, EA
- Oct 2, 2019
- 3 min
Feeling Stuck?
The topic this month is about feeling stuck in your financial life, whether from a new situation or from one that has long gone unattended.
29 views
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