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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Why the Fed Targets 2% Inflation—and What It Means for Your Wealth
Tax Policy & Legislation, Market Insights

Why the Fed Targets 2% Inflation—and What It Means for Your Wealth

When headlines scream about inflation surging or cooling, the number that keeps showing up is 2%. It's the Federal Reserve’s magic number, its North Star. But have you ever wondered: Why 2%? Why...

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  • Tax Policy & Legislation
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  • Business Owner Planning

Illustration of CoreWeave IPO stock chart, RSU tax forms, and a checklist for equity compensation planning. Color scheme matches the logo - modern, positive, celebratory vibe.
RSU, Equity Compensation, Incentive Stock Options, AMT, QSBS, Post-IPO Tax Strategy

CoreWeave IPO: Your Equity, Taxes, and What to Do Next

CoreWeave, the AI-hyperscaler, went public on March 28, 2025, pricing its IPO at $40 per share...

Digital illustration showing IPO stock chart, RSU tax documents, and equity compensation planning checklist
RSU, Equity Compensation, Pre-IPO Planning, Incentive Stock Options, AMT, QSBS

Figma IPO: How to Prepare for the Biggest Financial Event of Your Career

If you work at Figma and hold equity, the upcoming IPO isn’t just company news; it’s a...

Illustration of Chime IPO stock chart, RSU tax forms, and a checklist for equity compensation planning
RSU, Equity Compensation, Incentive Stock Options, AMT, QSBS, Post-IPO Tax Strategy

Chime Equity Compensation: What to Do Now That CHYM Is Public

🚀 Chime Just Made Its Nasdaq Debut – What That Means for You

On June 12, 2025, Chime hit...

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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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