How to Make Decisions About Stock-Based Compensation
Stock-based compensation can be exciting, yet it can lead to lots of questions. Get a math-based framework for analyzing the situation.
Gain Confidence in Your Financial Plan
A Pragmatic Approach to Managing Your Money
It often feels like life has never been more complicated. Our experienced team’s mission is to take one very important yet complex thing off your plate to help put everything else in balance.
Kevin A. Caldwell, CFP®
Principal
Jeffrey Kikoler, JD, CFP®, CFA®
Principal
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If you’re looking for ongoing and comprehensive service to address every aspect of your finances, our fee-based financial planning and investment management may be the right fit for you.
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Is Your Financial Advisor Costing You a Fortune? Your Tax Return Reveals the Truth
Learn how to review your tax return for potential opportunities and problems with your financial strategy and advisory relationship.
2025 Stock Market Commentary
Feelings of economic doom and chaos are causing widespread concern in today’s financial landscape, fueling emotional contagion. What can you do?