Q2 2026 Market Outlook
Q2 of 2026 is shaping up much like we expected in our 2026 market outlook. We anticipated a generally constructive backdrop. With a market that earned the right to “chop around,” and an economy that leans…
By Matthew Finley
March 12, 2026
Going Public: What Employees Really Need to Know About Their Equity Compensation
An initial public offering (IPO) marks an exciting time for employees at private companies, representing a potential “payday” and the opportunity to see the company they helped build receive a public valuation. But it can also…
By Matthew Nelson
February 23, 2026
3 Times Selling Company Stock Makes More Sense Than Holding
You’ve probably heard the advice to hold on to your company stock. It feels logical- you work there, you believe in the business, and selling can feel disloyal. But what if that advice is actually putting your financial future at risk?
By Matthew Nelson
January 22, 2026
Market Outlook 2026: Making Calculated Risks
Wow, what a rollercoaster 2025 has been. The year began with the changing of Presidents, which then flowed into policy shocks with the rollout of tariffs. These policies helped drive the S&P 500 down near 19%…
By Matthew Finley
December 25, 2025
Charitable Giving Basics
With the end of year coming quickly, I wanted to cover the common questions we get about on charitable giving while there is still time to squeeze some giving in. The topic of charitable giving is…
By Matthew Nelson
November 28, 2025
Charitable Giving: Using a Donor-Advised Fund
When it comes to charitable giving, some strategies are more beneficial (and complex) than others. In a follow up to Charitable Giving Basics I’ll explore how to elevate your charitable giving with a donor-advised fund. This…
By Matthew Nelson
November 28, 2025
Key Retirement Plan Contribution Limits for 2026
Here we are again, it’s close to year end and that means we have some new retirement plan contribution limits to pay attention to heading into 2026. Let’s take a look at what is changing! 401(k)/403(b)/457…
By Emily Janak
November 27, 2025
351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
Diversifying a large stock position without triggering a massive tax bill can feel impossible, but there are advanced strategies designed specifically for this challenge. In this episode, Matt breaks down two powerful but often misunderstood tools: the 351 Exchange and the Exchange Fund.
By Matthew Nelson
November 20, 2025
The Global Shift: How Digital Assets are Reshaping Reserve Currencies
Lately, I’ve been digging deep into the world of money — thinking about the dollar, U.S. Treasuries, digital assets like Bitcoin and Ethereum, tokenization, and what it really means to be a “reserve currency.” While I…
By Matthew Finley
November 19, 2025
2025 in Review: What’s Ahead for Investors in 2026?
Markets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what investors should realistically expect in the year ahead.
By Matthew Nelson
January 8, 2026