Insights Blog

  • You’re a High-Level Executive With Stock Options: A Guide to Understanding the Complexities of Equity Compensation

    Equity compensation is an alternative compensation strategy designed to provide employees with investment opportunities through company-based stock options….

  • Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits

    Smartphone usage increased dramatically during pandemic as more people lost their jobs, were furloughed or adhering to stay-at-home…

  • Coinbase Went Public With a Direct Listing. Here’s Why That Approach Can Be Tricky

    Founded in 2012, Coinbase is a San Francisco-based central cryptocurrency exchange space. The company’s shares began trading on…

  • Understanding Inflation in 2021: What Investors Need to Know

    Following a year of economic instability, it appears that many of us are turning our attention to something…

  • The Odds of Winning the Lottery Are Slim, Yet Billions of Dollars Are Gambled Each Year. Why Is That?

    It feels like we could all benefit from a couple million in the bank, but is entering the…

  • 8 Ways Highly Successful People Set And Achieve Goals

    When you see successful people who have done well for themselves and achieved a great deal, you may…

  • COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline

    One year into the pandemic, Americans are continuing to strike a balance between staying safe and handling their…

  • The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan

    In one of his first major moves in office, President Biden has signed the American Rescue Plan Act…

  • You’ve Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?

    Buying a home is one of the biggest financial decisions that you will make in adulthood and for…