Category: Investment Insights

Equity Compensation & RSUs: Helping Increase the Value of What You’ve Earned

Clark Abbott March 13, 2026

Your RSUs finally vest, but the taxes and decisions can get complicated fast. Learn how to avoid surprise tax bills, reduce concentration risk, and build a strategy that makes your equity work for you.

January 2026 Market Overview: What 2025 Taught Investors—and Key Planning Changes for 2026

Robert Hartinger January 5, 2026

Happy New Year. 2025 was marked by resilience across global markets. Equity indices finished broadly higher despite early-year volatility, shifting interest-rate expectations, and persistent geopolitical

December 2025 Market Overview: Cooling Inflation, Fed Expectations, and What We’re Watching Next

Robert Hartinger December 1, 2025

December wrapped up the year with markets continuing a steady—though uneven—climb. Investors responded to softer inflation data, evolving expectations for the Federal Reserve, and another