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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
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
Malissa Marshall, CFP®, MS Tax, EA
Dec 23, 20224 min read
Tax-Efficient Charitable Giving Strategies
Using Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) for tax efficiency.
Malissa Marshall, CFP®, MS Tax, EA
Dec 2, 20225 min read
Cross-Border Tax Notes #1 - Mapping the Terra Incognita
Making sure you know what you don't know.
Malissa Marshall, CFP®, MS Tax, EA
Nov 18, 20224 min read
Reflections on Four Years in Business
Looking back & looking ahead
Malissa Marshall, CFP®, MS Tax, EA
Nov 11, 20222 min read
Year End Planning for Equity Compensation: Investments - Part 1 of 6
Investment considerations for making year end planning decisions around your equity compensation.
Malissa Marshall, CFP®, MS Tax, EA
Nov 3, 20216 min read
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.
Malissa Marshall, CFP®, MS Tax, EA
Feb 28, 20212 min read
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?
Malissa Marshall, CFP®, MS Tax, EA
Feb 11, 20215 min read
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.
Malissa Marshall, CFP®, MS Tax, EA
Jan 25, 20216 min read
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.
Malissa Marshall, CFP®, MS Tax, EA
Sep 29, 20206 min read
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
Aug 26, 20205 min read
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.
Malissa Marshall, CFP®, MS Tax, EA
Jul 1, 20203 min read
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.
Malissa Marshall, CFP®, MS Tax, EA
Mar 29, 20202 min read
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.
Malissa Marshall, CFP®, MS Tax, EA
Mar 28, 20202 min read
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.
Malissa Marshall, CFP®, MS Tax, EA
Feb 4, 20204 min read
Reading Notes
Books about planning, books not about planning - books I have enjoyed reading recently
Malissa Marshall, CFP®, MS Tax, EA
Jan 5, 20201 min read
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
Malissa Marshall, CFP®, MS Tax, EA
Dec 11, 20193 min read
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.
Malissa Marshall, CFP®, MS Tax, EA
Nov 6, 20194 min read
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.
Malissa Marshall, CFP®, MS Tax, EA
Oct 2, 20193 min read
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