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Commentary and Insights

Title Created Date Author
Market Commentary - April 2023 18-Apr-2023 WCF Staff
Why RSUs Cause a Surprise Tax Bill 26-Jan-2023 Jack Rabuck, Sam Marshall, Joe Ferreira
Market Commentary - December 2022 13-Jan-2023 WCF Staff
Five Financial Planning Must-Dos in Your Fifties 21-Dec-2022 Jack Rabuck
2025: The Sun Sets Over Estate Plans 15-Dec-2022 Jack Rabuck
Putting Capital Gains Taxes In Proper Perspective 15-Dec-2022 Alec Lance
Market Commentary - October 2022 13-Oct-2022 WCF Staff
An Introduction to the Worlds of SRI, ESG, and Impact Investing 09-Aug-2022 João Guimarães
Concentrated Stock Management Techniques 21-Jul-2022 Jack Rabuck, Sam Marshall, Joe Ferreira
Market Commentary - July 2022 13-Jul-2022 WCF Staff
83(b) Election: Tips, Tricks, and Pitfalls 11-Jul-2022 Jack Rabuck, Sam Marshall, Joe Ferreira
Our Investment Strategy Team & Approach 05-Jul-2022 Steve Weintraub
It’s About F-ing Time 08-Jun-2022 Patrick Corrigan
The Human Side of Internal Rate Of Return 07-Jun-2022 Patrick Corrigan
The Healing Art of Financial Services 07-Jun-2022 Patrick Corrigan
6 Factors to Consider Before Exercising Your ISOs 16-May-2022 Joe Ferreira, Sam Marshall, Jack Rabuck
Stock Option Basics - What Is an ISO? 16-May-2022 Joe Ferreira, Sam Marshall, Jack Rabuck
How to Sell RSUs and Pay No Additional Taxes! 16-May-2022 Joe Ferreira, Sam Marshall, Jack Rabuck
Navigating The Challenging Housing Market 26-Apr-2022 Steve Weintraub
Market Commentary - April 2022 13-Apr-2022 WCF Staff
Real Estate in Your Retirement Account 30-Mar-2022 Steven Weintraub
Saving Tens of Thousands of Dollars with 529 Plans 08-Mar-2022 Jack Rabuck
Liquid Alternative Investments 14-Feb-2022 Steve Weintraub
The Magic ISO Exercise Window 25-Jan-2022 Joe Ferreira, Jack Rabuck, and Sam Marshall, CPA
Market Commentary - January 2022 11-Jan-2022 WCF Staff

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