by Louis Odette | May 14, 2025 | Financial Planning
Restricted stock units (RSUs) have become an increasingly common way to compensate employees across many industries. When these company stock grants vest, recipients face an important decision: sell the shares immediately or hold them for future potential growth? In...
by Louis Odette | Mar 25, 2025 | Financial Planning
As we move deeper into 2025, investors are watching several key market trends, including AI’s impact on valuations, shifting interest rates, and evolving government policies. In a recent discussion, our team at Opes Wealth examined the market performance of 2024 and...
by Louis Odette | Mar 6, 2025 | Financial Planning
As we settle into 2025, the new year brings fresh opportunities — and deadlines. From healthcare to taxes, we’ve gathered critical deadlines, planning windows, and age milestones to remember so you can proactively prepare for what’s coming next and support your...
by Ann Timoney | Oct 10, 2024 | Financial Planning
Homeowners might consider selling their homes for many reasons, such as relocating to a better area or downsizing once children have moved out. In addition to the emotional and practical considerations, it’s essential to factor in the potential cost of selling,...
by | Oct 9, 2024 | Financial Planning
As income and equity compensation grow, your financial landscape becomes more complex, presenting unique challenges and opportunities. We’ve helped many tech professionals, including those from Apple, Google, Meta and other tech companies, navigate the complexities of...
by Louis Odette | Sep 25, 2024 | Financial Planning
What Are the Benefits of a Donor-Advised Fund for Investors? If you’re a charitably inclined investor, a donor-advised fund (DAF) offers several advantages while helping you achieve your giving goals. Akin to a personal charitable foundation, this type of investment...
