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September 09, 2025 Too Much of a Good Thing: What to Do When You're Overweight in Company Stock

Equity compensation can quietly transform your balance sheet, especially if you’ve been at a successful company for a long time. Over the years, RSUs vest, stock options accumulate, ESPPs build, and suddenly, a single company represents a huge percentage of your net worth. For many professionals who are nearing retirement or major life transitions, this raises an uncomfortable question: “Am I too concentrated in company stock and what do I do about it?” Let’s talk through how to assess concentr

  • Executive Planning
September 04, 2025 A Guide to Preparing For & Navigating the Next Steps After a Serious Diagnosis

Part of aging is accepting that any one of us may face mental or physical health challenges along the way. When a serious diagnosis like Alzheimer’s or Parkinson’s occurs, it can feel overwhelming. For the family, too, this moment is significant. It doesn’t just involve planning for the individual with the diagnosis; it also means needing to protect and inform the entire care system. A well-organized incapacity plan can offer legal protection, clarity, control and emotional steadiness during un

  • Healthcare
  • Wealth Transitions
August 27, 2025 Budgeting Essentials: Building a Plan That Works for You

Whether you’re early in your career, raising a family, or preparing for retirement, building a thoughtful budget is one of the most effective ways to gain control over your financial life.

  • Financial Planning

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July 31, 2025 How Corporations Fit into Broader Tax and Estate Planning

Your choice of business structure will have far-reaching effects on your tax planning and your ability to engage in certain wealth transfer techniques. This high-level overview of two common types of corporate entities, C corporations and S corporations, may be helpful as you evaluate how best to structure your next venture or as a quick refresher on the “rules of the road” for an existing corporation. As always, it is critical to consult with your legal and tax advisors before implementing or

  • Business Owners
  • Estate Planning
  • Tax Planning
July 31, 2025 Why LLCs and General Partnerships Offer Flexible Planning Opportunities

Before LLCs, S-corps, and Delaware holding companies, there was the general partnership (GP). It’s the oldest form of business organization, two or more people agreeing to work together, share profits, and (critically) share liabilities. No filing needed, no state charter, just a handshake and the beginnings of a business. GPs trace their DNA all the way back to English common law. Under English common law (which heavily influenced U.S. legal systems), a partnership was created by conduct, not

  • Business Owners
  • Tax Planning
April 14, 2025 Common Financial Mistakes During a Divorce

Divorce is a challenging and emotional process that can have significant financial implications. Proper financial planning and awareness of common pitfalls can help individuals navigate this difficult time more effectively. This article aims to provide a detailed guide on avoiding financial mistakes during a divorce.

  • Wealth Transitions
  • Divorce

MARKET COMMENTARY

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July 16, 2025 2025 2nd Quarter Commentary: "Headlines, Reality, and OBBB"

The saying goes, "Once is an accident, twice is a coincidence, three times is a pattern." This is the second time a big policy announcement immediately followed quarter-end. As writers of these pieces who must adjust on the fly, we hope to avoid a pattern. In this missive, we touch on a few headline topics flooding our inbox, highlight the slow-moving but relevant shifts happening in capital markets overseas, and lastly, provide quick cursory comments on new tax law. Reality > Headline In J

  • Investing
  • Trending Topics
April 09, 2025 2025 1st Quarter Commentary: “April 2nd, Sticks Before Carrots"

Writing a quarterly letter in the wake of a tariff announcement feels like an exercise in April foolishness. Markets are moving fast, and no doubt they’ll shift again before this reaches your inbox. A quick disclaimer—we’re not here for political hot takes; there's plenty of that elsewhere. Most questions now concern policy, tariffs, the U.S. dollar (‘USD’), and the market impact. We will touch on those and related topics below, but first a quick recap. U.S. equity markets surged post-election

  • Investing
  • Trending Topics
January 16, 2025 2024 4th Quarter Commentary: "The Year in Review"

This time last year we were asked to weigh in on how we thought typical stock/bond portfolios would perform; we answered, “mid to high single digits.” Most portfolios returned greater than that in 2024, led by equity performance. Our Capital Market Assumptions (CMAs) for equities as of the beginning of 2024 were generally mid-single digits for U.S. equities and mid/high single digits for international stocks. U.S. stocks significantly bested their CMAs while international equities were in line

  • Investing
  • Trending Topics

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FINANCIAL DICTIONARY

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August 20, 2025 What Is a K-1? A Law Firm Partner’s Guide to Understanding Your Taxes

If you’ve recently become a law firm partner, you may have received a Schedule K-1 and wondered, “what is this document and how does it affect my taxes?” Many new partners are surprised by how different their tax experience becomes. A K-1 (IRS Schedule K-1 Form 1065) is a tax document that reports your share of a partnership’s income, deductions, and credits. Some law firm partners receive a K-1 each year instead of a W-2, while others in hybrid or PC structures may receive W-2 wages in additio

  • Attorneys
  • Financial Planning
  • Tax Planning
July 10, 2025 What Are Capital Contributions - A Guide for New Law Firm Partners

Capital contributions, or buy-ins, are the funds or assets that a business owner or partner invests into a business. For new law firm partners, understanding capital contributions is essential, not just for partnership buy-in, but for long-term financial planning, tax efficiency, and wealth building. A capital contribution is money or property a partner puts into a business in exchange for ownership equity. In a law firm, this often occurs when you’re promoted to or buy into the partnershi

  • Attorneys
  • Financial Planning
March 21, 2025 Alternative Minimum Tax (AMT)

What Is Alternative Minimum Tax? Alternative Minimum Tax (AMT) is a tax system designed to ensure high-income individuals, corporations, trusts, and estates pay a minimum amount of tax. AMT limits certain deductions and credits that would otherwise reduce tax liability under the regular tax system. How Does Alternative Minimum Tax Work? People or organizations who may be subject to AMT must first calculate their tax liability under the regular tax system and then calculate their AMT liability s

  • Tax Planning