by mdean | Feb 2, 2026 | Tax
WHEN SHOULD I START THINKING ABOUT THE TAX IMPLICATIONS? This is the question we get from: Business owners starting the exit process Executives watching their equity grow Early employees sitting on concentrated stock positions Here’s the...
by mdean | Feb 2, 2026 | Risk
THE DIVERSIFICATION DILEMMA There are planning approaches that allow you to diversify while actively managing the tax impact—not just accepting it. This matters if you: Hold stock representing 30%+ of your net worth Are an executive with concentrated...
by mdean | Feb 2, 2026 | Tax
UNDERSTANDING THE APPROACH How Long/Short Tax Aware Equity Strategies Work UNDERSTANDING THE APPROACH How does a “long/short tax-aware” equity strategy work? The Core Concept Traditional investing involves buying stocks you believe will go up...
by mdean | Oct 27, 2025 | Strategy
How Often Should You Review Your Portfolio – and Why It Matters Historical Frequency of Positive S&P 500 Returns (Illustrative data based on historical index perforamnce; past performance does not guarantee future results.) Key...
by mdean | Aug 28, 2025 | Risk
Great Rotation or Pause in Tech Company Dominance? Introduction There has been a lot of attention paid lately to ag market shift where investors have been selling off high-growth technology shares—particularly the “Magnificent Seven” (Alphabet, Amazon,...
