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.
Five Insurance Gaps To Close
Jan 26, 2026 | 5 min read
Five Insurance Gaps To Close
Protect your wealth from hidden risks. Learn five smart ways to close insurance gaps, strengthen coverage, and avoid costly surprises.
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Joint Life Insurance: A Shared Financial Safeguard
Jan 20, 2026 | 6 min read
Joint Life Insurance: A Shared Financial Safeguard
Joint life insurance plays a significant role in financial planning, offering a safety net for your loved ones.
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Trust Reveal: Why It Misses the Point for Next-Gen
Jan 12, 2026 | 5 min read
Trust Reveal: Why It Misses the Point for Next-Gen
Preparing the next generation for wealth requires communication, intention, and gradual learning—not surprise “trust reveal” moments.
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