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Investor Brief: Are IPOs a Mission to Mars or Grounded on Takeoff?

An initial public offering (IPO) is the process by which a privately held company first offers shares to the public and begins trading on a public stock exchange. While IPOs often attract outsized attention and headlines, they are best understood as a capital markets transaction, not a guaranteed investment opportunity.

Introduction to Estate Planning

Estate planning is more than a set of legal documents.

Investment Commentary: Q1 2026

As a native New Englander, I grew up cheering the Red Sox and I am happy to say my daughters do the same.

Financial Planning for Business Owners

Running a business means wearing more than one hat: leading, selling, hiring, solving problems, and keeping the whole operation moving.

Why Your Digital Assets Need a Place in Your Estate Plan

As the world goes increasingly digital, many of us have amassed sometimes large collections of non-physical assets such as digital photos, music, movies, eBooks, cryptocurrencies and more on our computers, smartphones, portable media players, hard drives and other devices.

The ESPP Benefit Many Employees Overlook

While neither the acronym ESPP nor the spelled‑out version—employee stock purchase plan—sounds particularly exciting, the financial rewards can be. When employers offer an ESPP, employees often have an opportunity to benefit meaningfully by using the program strategically.

Navigating the Estate‑Tax Landscape

Estate planning has always been shaped by changes in tax law, but the most meaningful shift for high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) families is the permanent increase in the federal estate, gift, and generation‑skipping transfer (GST) tax exemptions under the One Big Beautiful Bill Act (OBBBA).

The Executor of an Estate

When an individual passes away, someone must step in to manage the estate, settle outstanding obligations, and help ensure that assets are transferred according to the will or applicable state law.

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