SEEDS OF KNOWLEDGE

To be clear, the goal of financial planning is not to take sides on which side of Washington is “right,” but rather to make sense of it all, especially with an eye toward risks and opportunities. Here are some views that we hope you find helpful in the coming days.

When it comes to managing your wealth, especially if you’re a highly compensated employee juggling stock options and complex tax situations, having a clear plan is not just helpful - it’s essential. I know firsthand how overwhelming it can feel to balance your income, investments, and tax obligations while trying to secure your financial future. That’s why I want to walk you through a detailed financial planning guide that breaks down the process into manageable steps. Togeth

When you’re juggling stock options, tax planning, and the complexities of a high income, it can feel like you’re trying to solve a puzzle without all the pieces. That’s where a trusted guide comes in. Someone who speaks your language, breaks down the jargon, and helps you make smart decisions. That’s the role of a financial advisor. But what exactly do they do? And how can they help you, especially when your financial situation isn’t exactly straightforward? Let’s dive in. Wh

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces sweeping changes across tax policy, employee benefits, education funding, and savings programs. For educators specifically, there are several provisions that offer new opportunities and resources, particularly in areas such as school choice, tax-advantaged savings for children, and expanded workplace benefits.

The most important point is that well-diversified portfolios have demonstrated remarkable resilience despite the challenging market conditions we've recently faced. We continue to have strong confidence in the long-term outlook.

Special Update: Insights on U.S.-China Trade Progress by Todd J. Pouliot, AIF I want to share some straightforward information about the...

There’s a statement tucked into Edward Jones’ Revenue Sharing Disclosure that every investor should read carefully: “We want you to...

By Todd Pouliot, AIF As a small business owner, offering a retirement plan to your employees is a great way to attract and retain top...

In November 2024, Thrift Saving Plan  (TSP) officials announced a significant update that will affect the lives of all 4.1 million...