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.
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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2025 Tax Planning Guide
Find the information needed to calculate your 2025 tax year liability, including the relevant tax schedules and context to help you understand what’s changed.
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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.
A Simple Way to Amplify Your Charitable Impact
Mar 02, 2026 | 6 min read
A Simple Way to Amplify Your Charitable Impact
One of the most common questions I hear from clients is: ‘How can I maximize the impact of my charitable giving?’  #HalfMyDAF offers a…
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Moving Abroad? Here’s What to Know About Your Estate Plan, Taxes & Investments
Feb 23, 2026 | 9 min read
Moving Abroad? Here’s What to Know About Your Estate Plan, Taxes & Investments
Moving abroad? Learn how to plan for estate, taxes, and investments across borders to avoid surprises and keep your financial life on track.
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When Dual-Income Becomes One-Income
Feb 17, 2026 | 5 min read
When Dual-Income Becomes One-Income
When a dual-income becomes one-income, protect wealth, and retain financial confidence with guidance from experienced advisors.
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