April 22, 2024 | Concentrated Stock Position Strategies Discover how to manage concentrated stock positions effectively. Assess risk, diversify, and consider tax implications for a balanced portfolio. Read more
April 09, 2024 | Our 2024 Q1 Investment Update We offer a snapshot of investments' performance, tackle client questions, and delve into the major themes dominating the news. Read more
March 11, 2024 | Brighton Jones Launches Lenora Capital to Expand Client Access to Private Markets Lenora Capital provides access to institutional-quality investments in PE, VC, real estate, and private credit. Read more
January 09, 2024 | Our 2023 Q4 Investment Update Our quarterly investment update reviews recent performance for our portfolios and core market segments. Read more
October 25, 2023 | Vesting Schedule: Definition, Types, and Examples When you’re granted stock options that follow a vesting schedule, understand how and when to take advantage of your benefit. Read more
October 11, 2023 | CDs vs. Treasuries: Which Makes Sense – When and Why? Learn the differences between Treasuries and CDs, and our approach to leveraging them within a portfolio. Read more
September 01, 2023 | 2023 Year-End Tax Planning Checklist With only weeks left in 2023, our team put together a year-end tax planning checklist to help lessen the burden in April 2024. Read more
March 28, 2023 | The Overlooked Factor in Bond Returns Comparing cost basis to current value is not indicative of total return. Some key information is missing from the equation. Read more
June 29, 2022 | Down Market Strategies to Take Advantage of How savvy investors keep their cool in a volatile market. Read more
May 26, 2022 | Trying to Get Ahead of the Next Downturn? Official Recession Announcements Won’t Help By the time the National Bureau of Economic Research declares the economy to be in recession (based on incoming economic data), markets are… Read more