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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Malissa Marshall, CFP®, MS Tax, EA

Aug 8
3 min

Investments

How to Become an Accredited Investor

Wondering how to become an accredited investor? Learn how you can gain access to products not available to most retail investors.

Your Employee Stock Purchase Plan (ESPP) – What You Need to Know

Malissa Marshall, CFP®, MS Tax, EA

Jun 13
4 min

Equity Compensation

Your Employee Stock Purchase Plan (ESPP) – What You Need to Know

Learn what an Employee Stock Purchase Plan (ESPP) is and the potential benefits of buying your company's stock at a discount.

Year End Portfolio Management: Checklist

Malissa Marshall, CFP®, MS Tax, EA

Dec 23, 2022
4 min

Year End Planning

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

Year End Planning for Equity Compensation: Investments - Part 1 of 6

Malissa Marshall, CFP®, MS Tax, EA

Nov 3, 2021
6 min

Equity Compensation

Year End Planning for Equity Compensation: Investments - Part 1 of 6

Investment considerations for making year end planning decisions around your equity compensation.

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

Malissa Marshall, CFP®, MS Tax, EA

Aug 26, 2020
5 min

Investments

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.

Malissa Marshall, CFP®, MS Tax, EA

Mar 28, 2020
2 min

Investments

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.

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