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.
Microsoft’s Voluntary Exit Offer: What to Weigh Before You Decide
Nov 03, 2026 | 15 min read
Microsoft’s Voluntary Exit Offer: What to Weigh Before You Decide
Weighing Microsoft's Voluntary Exit Offer? See how severance is taxed in a high-income year and the seven questions to answer before deciding.
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Why We Built General Counsel Services
Nov 02, 2026 | 5 min read
Why We Built General Counsel Services
Discover why Brighton Jones created General Counsel Services, a more coordinated way to navigate the legal side of your financial life.
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Microsoft’s Voluntary Exit Offer: Benefits and Deadlines After You Accept
Nov 02, 2026 | 14 min read
Microsoft’s Voluntary Exit Offer: Benefits and Deadlines After You Accept
Leaving Microsoft through the Voluntary Exit Offer? Navigate HR questions, health coverage deadlines, and what to do with your 401(k).
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