Financial Blog

Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.

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Year End Portfolio Management: Checklist

Malissa Marshall, CFP®, MS Tax, EA

Dec 23, 2022
4 min

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

40 views

Year End Equity Comp Planning: Investments (1 of 3)

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.

41 views

Is There A Difference Between Restricted Stock and RSUs?

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?

55 views

What You Need To Know About Your Corporate Equity Benefits

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

How Do You Build A Well-Structured, Tax Efficient Portfolio?

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.

65 views

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