Stock-based compensation can be a valuable asset for executives and professionals seeking to build wealth. However, it can be complex to manage, especially when markets are chaotic. You know better than anyone: when your compensation is tied to your employer’s stock, the value of your portfolio can change very quickly. That’s when planning comes in, and it includes more than just your paycheck. It also covers how and when you turn that equity into actual wealth.

There’s more to a business sale than crunching numbers. For thoughtful, successful people like you, it’s not just a transaction—it’s a transition. One that intersects with your identity, your future vision, and the legacy you leave behind. You’ve built something meaningful. Now you’re wondering: Is it time to let go? Here’s how to think through that decision with the clarity and intentionality it deserves.

Investing in a down (or negative) market isn’t easy. In fact, it might be one of the hardest things to do. To borrow a sentiment from Warren Buffett: You have to be greedy when others are fearful. But when fear is everywhere, that’s far easier said than done. Yes, the research shows that investing a lump sum all at once often delivers the best long-term results.

The state of Virginia offers a $4k state income tax deduction, but age requirements and regulations can be limiting. Want to know how to maximize your 529 plan? Read on.

Explore five key strategies to optimize your savings and investing in 2025. From maximizing retirement contributions and managing spending to estate planning and safeguarding against risks, this guide offers actionable insights to help you navigate an uncertain financial landscape and stay on track for long-term success.

When it comes to charitable giving, your instinct may be to reach for your checkbook or credit card. But if you’re looking to potentially increase your gift and tax deduction, consider donating your appreciated stocks directly to charity.

Helping your parents avoid probate is a gift. Our podcast guest, Catherine Schott Murray, shares her perspective and tips with the Sandwich Generation.

You’ve worked hard to grow your wealth, but have you ever paused to ask yourself what it’s all for? Many executives focus on building their financial portfolios without stopping to define the purpose behind it.