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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.
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
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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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.
When To Sell a Losing Stock
Nov 12, 2025 | 6 min read
When To Sell a Losing Stock
Learn how tax-loss harvesting within a Personal CFO approach helps reduce taxes and align money with your values.
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Target Date Funds Could Be Slowing Your Retirement Growth
Nov 10, 2025 | 5 min read
Target Date Funds Could Be Slowing Your Retirement Growth
Target Date Funds may feel safe, but they could slow your retirement growth. Learn smarter portfolio strategies for your 20s and 30s.
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Tax Planning Checklist: Maximize Savings and Minimize Stress
Nov 05, 2025 | 6 min read
Tax Planning Checklist: Maximize Savings and Minimize Stress
Make 2026 tax planning easier by reviewing income, deductions, RSUs, and major transactions now to avoid surprises and stay ahead.
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