by Mark Duvall | Sep 26, 2025 | Financial Planning
We often get asked by homeowners, especially those in high-cost markets like the Bay Area, if they can use a 1031 exchange to sell their primary home. While the process is complex, a 1031 exchange can help defer capital gains taxes on the sale of the primary home,...
by Louis Odette | Sep 22, 2025 | Financial Planning
Over the past decade, a small number of various technology stocks have outperformed the broader market. While this created value for many investors, it also left some with a concentrated position in just one or two individual stocks. Holding too much of your wealth...
by Louis Odette | Sep 3, 2025 | Financial Planning
Working extensively with tech sector employees, we often see how they can default to building their portfolio around what they’re familiar with: the tech industry. However, this approach can quickly lead to an over concentration of tech-related assets, which could put...
by Erin Whalen | Aug 5, 2025 | Financial Planning
Opes Advantage is our proprietary software designed to help clients make better long-term decisions by showing the real impact of real estate on their lives. For clients in high-cost regions like the Bay Area, this type of planning isn’t optional — it’s essential. ...
by Erin Whalen | Jul 22, 2025 | Financial Planning
As you near retirement, it’s important to consider how real estate fits into your broader financial plan. For example, for many of us, our homes are our most significant asset — but they can also be our biggest liability depending on various factors. So, how will that...
by Louis Odette | May 19, 2025 | Financial Planning
Many businesses offer an employee stock purchase plan (ESPP), an incentive that allows employees to buy company stock at a discount from its current fair market value. Here’s what to consider if your employer offers such a plan: Should You Participate in Your...
