Successful investing doesn’t require picking the right stocks or predicting opportune times to move in and out of the market.
A fiduciary financial advisor for doctors discloses any conflicts of interest, stays current on all aspects of planning, and is compensated transparently.
Medical professionals in need of financial advice should weigh their personality, current situation, and future goals before choosing the best path forward.
When you’re granted stock options that follow a vesting schedule, it’s important to understand how and when you can take advantage of your benefit.
Tax loss harvesting involves selling out of positions trading at losses while simultaneously buying similar investments to maintain comparable exposure.
Roth conversions, particularly when done on depressed account balances, can pay huge dividends down the road in the form of reduced income-tax burdens.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones, LLC), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Due to various factors, including changing market conditions and/or applicable laws, content published here may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information on this website serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Brighton Jones, LLC is neither a law firm nor a certified public accounting firm and no portion of our content should be construed as legal or accounting advice. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available upon request.