Image of Partner and Financial Advisor Matthew Finley with text stating Global Iranian Conflict from the desk of Matthew Finley, CFP® to highlight the blog post.

    Global Iranian Conflict: What It Means for Your Portfolio

    We are now 24 days into the Iranian conflict, and while there are signs of a potential resolution, nothing is certain as of this writing. As with any major global event, our first step is to…

    By Matthew Finley
    March 25, 2026

    4 Min Read
    Image of Partner and Financial Advisor Matthew Finley with text stating Q2 2026 Market Outlook from the desk of Matthew Finley, CFP® to highlight the blog post.

    Q2 2026 Market Outlook

    Q2 of 2026 is shaping up much like we expected in our 2026 market outlook. We anticipated a generally constructive backdrop. With a market that earned the right to “chop around,” and an economy that leans…

    By Matthew Finley
    March 12, 2026

    3 Min Read
    Image of a man working at a computer with a screen behind him to embody an employee with equity compensation looking for information on an IPO.

    Going Public: What Employees Really Need to Know About Their Equity Compensation

    An initial public offering (IPO) marks an exciting time for employees at private companies, representing a potential “payday” and the opportunity to see the company they helped build receive a public valuation.  But it can also…

    By Matthew Nelson
    February 23, 2026

    5 Min Read
    Image of Partner and Financial Advisor Matthew Finley with text stating Market Outlook 2026 from the desk of Matthew Finley, CFP® to highlight the blog post.

    Market Outlook 2026: Making Calculated Risks

    Wow, what a rollercoaster 2025 has been. The year began with the changing of Presidents, which then flowed into policy shocks with the rollout of tariffs. These policies helped drive the S&P 500 down near 19%…

    By Matthew Finley
    December 25, 2025

    4 Min Read
    Graphic of text reading Key Retirement Plan Contribution Limits 2026. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

    Key Retirement Plan Contribution Limits for 2026

    Here we are again, it’s close to year end and that means we have some new retirement plan contribution limits to pay attention to heading into 2026. Let’s take a look at what is changing! 401(k)/403(b)/457…

    By Emily Janak
    November 27, 2025

    3 Min Read
    Image of Partner and Financial Advisor Matthew Finley with text stating Digital Assets Explained for this installment of Market Insights from the desk of Matthew Finley, CFP® to highlight the blog post.

    The Global Shift: How Digital Assets are Reshaping Reserve Currencies

    Lately, I’ve been digging deep into the world of money — thinking about the dollar, U.S. Treasuries, digital assets like Bitcoin and Ethereum, tokenization, and what it really means to be a “reserve currency.” While I…

    By Matthew Finley
    November 19, 2025

    5 Min Read
    Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating Plan Your Stock Compensation for the Year with a gray graphic of people standing on stacks of coins at various levels.

    Plan Your Stock Compensation for the Year

    Stock compensation can be one of the most rewarding benefits your employer can offer you. However, it also carries complexities that require careful planning. Whether you’re dealing with restricted stock units (RSUs), stock options, or performance…

    By Matthew Nelson
    August 19, 2025

    5 Min Read
    Image of Partner and Wealth Manager Jacob LaRue with text stating Arctic Wolf Stock Options: A Case Study from the desk of Jacob LaRue, CFP® to highlight the blog post.

    Arctic Wolf: An Employee Stock Options Case Study

    Questions you are probably asking yourself if you have stock options from Arctic Wolf: “What the heck are these? What do I do with them? Do they have value?” Today, I am going to break these…

    By Jacob LaRue
    July 17, 2025

    8 Min Read
    mage of Partner and Wealth Manager Jacob LaRue with text stating What the One Big Beautiful Bill Means For Your Taxes from the desk of Jacob LaRue, CFP® to highlight the blog post.

    What the One Big Beautiful Bill Means for Your Taxes

    On July 4th President Trump signed into law the One Big Beautiful Bill. This marked a new era to our nation’s tax code. The bill covers a wide variety of items ranging from government spending to…

    By Jacob LaRue
    July 10, 2025

    3 Min Read
    Image of Partner and Financial Advisor Jacob LaRue with text stating Arctic Wolf Stock Options for this installment of Employee Benefits from the desk of Jacob LaRue, CFP® to highlight the blog post.

    Arctic Wolf Stock Options: What You Need to Know

    Part of your compensation package at Arctic Wolf may include stock options. However, for employees of private companies like Arctic Wolf, navigating the complexities of stock options can feel daunting. Decisions about whether to exercise options…

    By Jacob LaRue
    May 22, 2025

    4 Min Read