Insights

Guides & Resources

Explore white papers and our full library company-specific benefits explainers. This is our team’s best thinking on major planning topics.
New to investing? Start here.
Our go-to resources for everyone interested in investing. We believe unibased truths and clearly definined principles are the bedrock of smart decisions.
How We Invest and Why
The Thinking Behind Every Brighton Jones Portfolio
This guide explores a different starting point: your life. The goals you hope to achieve, the people you care about, the commitments you've made,…
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Raising Financially Savvy Kids: The Brighton Jones Guidebook for Parents
Teaching kids about money doesn't require perfect timing or expertise—just consistency and intention.
This guidebook walks you through foundational principles and provides practical, age-appropriate strategies to help your children develop confidence with money.
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2026 Tax Planning Guide
Take a step back to examine your goals, tax patterns, and earning situation.
Find the information needed to calculate your 2026 tax year liability, including the relevant tax schedules and context to help you understand what’s changed.
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Executive Compensation: Proactive Tax Planning to Maximize Your Wealth
Understanding your compensation package.
Your executive compensation is more than just a salary. This guide will help you optimize your total compensation package to reduce tax liabilities and…
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Blog

Everything from entry-level explainers to deep dive advice across the full spectrum of personal finance, plus Brighton Jones news, interesting stories, and more.
Allowance for Kids Done Right: Raising Money-Smart Children
Oct 26, 2026 | 8 min read
Allowance for Kids Done Right: Raising Money-Smart Children
An allowance for kids can be their first real money lesson. Use it to teach saving and giving before the stakes get higher.
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What Kids Learn About Money When You Say Nothing
Oct 19, 2026 | 9 min read
What Kids Learn About Money When You Say Nothing
Teaching kids about money starts before you start talking about it. Get there before betting apps and crypto news provide their own lessons.
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Year-End Tax Planning for High Earners: What Closes Dec. 31
Oct 12, 2026 | 16 min read
Year-End Tax Planning for High Earners: What Closes Dec. 31
Year-end tax planning for high earners goes past maxing your 401(k). See which RSU, Roth, and giving decisions close December 31.
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