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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.
2024 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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Wealth Management Alpha
For those considering the services of a financial advisor, evaluating both cost and value is important. Learn how to weigh these components through the…
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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.
Why and How To Avoid Probate in California
Apr 11, 2024 | 6 min read
Why and How To Avoid Probate in California
Probate is often described as something to avoid in California without any further explanation of the reasons why. Let's unpack the "why."
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Our 2024 Q1 Investment Update
Apr 09, 2024 | 15 min read
Our 2024 Q1 Investment Update
We offer a snapshot of investments' performance, tackle client questions, and delve into the major themes dominating the news.
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Stock Options Management: Maximizing Executive Compensation
Apr 08, 2024 | 4 min read
Stock Options Management: Maximizing Executive Compensation
Stock option management can be a complex process. You may have a limited amount of time to exercise options before they expire.
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