Commentary & Insights Articles

Commentary is a quarterly market commentary with our thoughts regarding the financial markets.

Insights are articles that cover a wide variety of topics that are important or interesting to our clients. If you have an idea for a future article you would like to see, please let us know.

Jack Rabuck, Sam Marshall, Joe Ferreira

Why RSUs Cause a Surprise Tax Bill

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 changing of the calendar comes America’s least favorite pastime: doing our taxes. Even those of us who farm this work out to a CPA still wait on pins and needles to find out if we paid enough throughou...

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