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.
2022 Tax Planning Guide
Our latest tax planning guide includes key information on tax brackets, itemized deductions, and estate and gift tax limits.
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How We Are Positioning Portfolios and Why
Today's investment environment is unlike any other we have experienced in the post-war era. Our latest investment report details what to expect going forward.
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The Complete Guide to Financial Planning For Your Company’s IPO
When your company goes public, and you have any equity, it makes your financial planning more complex—or, as we like to think about it,…
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10 Must-Dos to Take Advantage of Your Microsoft Benefits
Follow these recommendations to make the most of your employee benefits, including stock awards, 401(k) plan, charitable matching, and deferred compensation.
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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.
#OneTeam for Kenya
Sep 01, 2022 | 4 min read
#OneTeam for Kenya
Our goal is to raise $500,000 to help our partners in Kenya and the thousands of families they serve.
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2022 Summer Interns Launch Their Careers
Aug 31, 2022 | 6 min read
2022 Summer Interns Launch Their Careers
The 2022 class of Brighton Jones interns fielded a few questions on their work and shared insights on the firm's culture.
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Tax Planning Benefits of Making a Section 83(b) Election
Aug 24, 2022 | 6 min read
Tax Planning Benefits of Making a Section 83(b) Election
Learn the tax benefits of filing a section 83(b) election if stock or option grants are a part of your compensation package.
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