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Why RSUs Cause a Surprise Tax Bill

26 January 2023

By: Joe Ferreira, Sam Marshall, Jack Rabuck “A person doesn’t know how much he has to be thankful for until he has to pay taxes on it.” —Ann Landers Another year has passed, and with the ch...

Five Financial Planning Must-Dos in Your Fifties

21 December 2022

By: Jack Rabuck Your fifties are a big decade for financial planning. You are likely at the height of your earning power. If you have kids, they might be leaving the nest. You are probably serious...

2025: The Sun Sets Over Estate Plans

15 December 2022

By: Jack Rabuck. All runs must come to an end. On December 31, 2025, there is an important sunset:the temporary increase to the gift & estate tax exemptions, put into place by the 2017 Tax Cut...

Putting Capital Gains Taxes In Proper Perspective

15 December 2022

By: Alec Lance No one likes to pay taxes. Full stop. For financial planners, this is abundantly clear. Yet, some investors have a greater aversion to paying taxes than others. At the end of the da...

An Introduction to the Worlds of SRI, ESG, and Impact Investing

09 August 2022

By: João Guimarães. When you think of making the world a better place, investing may not be the first idea that comes to mind. Words like volunteering, donating, and recycling are likely to p...

Concentrated Stock Management Techniques

21 July 2022

By: Jack Rabuck, Sam Marshall, Joe Ferreira “The more money you make the more problems you get.” —Christopher Wallace (1997) Having a concentrated stock problem won’t get you a lot of sympathy. ...

83(b) Election: Tips, Tricks, and Pitfalls

11 July 2022

By: Jack Rabuck, Sam Marshall, Joe Ferreira Number, number, letter. That’s what most people hear when someone says 83(b). Like many pieces of stock-tax-related jargon, the 83(b) is the namesake of...

Our Investment Strategy Team & Approach

05 July 2022

By: Steve Weintraub Everything we do at WCF is centered on delivering high-quality services and a confidence-inspiring experience for each client. Our Advisors and Client Services staff are on the...

It’s About F-ing Time

08 June 2022

By: Patrick Corrigan When it comes to financial success, the luxury of time simply can’t be replaced by any other meaningful factor within our control. Yet, the concept of time and making the most...

The Human Side of Internal Rate Of Return

07 June 2022

By: Patrick Corrigan In the world of finance, a classic measurement of an investment’s success is its Internal Rate of Return (IRR). This metric is mostly used when it comes to valuing the return ...

The Healing Art of Financial Services

07 June 2022

By: Patrick Corrigan. My dentist happens to also be my friend. We share a huge passion for aviation and a mild interest in running. He once shared something with me, and I don’t remember if we wer...

6 Factors to Consider Before Exercising Your ISOs

16 May 2022

By: Joe Ferreira, Sam Marshall, Jack Rabuck “The best time to plant a tree was 20 years ago. The second-best time is now.” —Chinese Proverb It’s doubtful that whoever said that was talking a...

Stock Option Basics - What Is an ISO?

16 May 2022

By: Joe Ferreira, Sam Marshall, Jack Rabuck Stock options are a great way to create alignment between companies and their employees. If the company succeeds, its stock price should appreciate, whi...

How to Sell RSUs and Pay No Additional Taxes!

16 May 2022

By: Joe Ferreira, Sam Marshall, Jack Rabuck The world of corporate stock and stock options can be confusing and full of jargon. One such piece of jargon is the acronym “RSU,” short for “Restricted...

Navigating The Challenging Housing Market

26 April 2022

By: Steven Weintraub In the 2006 movie Failure to Launch, Sarah Jessica Parker and Matthew McConaughey spoofed Millennials’ (ages 25-40) propensity for extending their stay in their parents’...

Real Estate in Your Retirement Account

30 March 2022

By: Steven Weintraub Real estate has always been an attractive asset class offering the potential for cash flow, appreciation, diversification, the ability to leverage returns, and unique tax bene...

Saving Tens of Thousands of Dollars with 529 Plans

08 March 2022

By: Jack Rabuck We’ve written about 529 plans before. And we aren’t alone in seeing their value. There are now almost 15 million 529 accounts with assets totaling over 425 billion dollar...

Liquid Alternative Investments

14 February 2022

By: Steve Weintraub A not too cheap stock market and artificially depressed bond yields have created a renewed interest in alternative investments. Typically involving real estate, private equity,...

The Magic ISO Exercise Window

25 January 2022

By: Joe Ferreira, Jack Rabuck, and Sam Marshall, CPA Every New Year’s Day, an opportunity arises for employees at public companies (or those with liquid secondary markets) with highly appreciated ...

Estate Planning – The Importance of the Uncomfortable Conversation Part 1

20 October 2021

By: Jeremy Runnels “Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes,” private correspondence ...