Freedom After the Finish Line: Turning Your Equity Event into the Next Chapter of the American Dream
Why Your Liquidity Event Is Just the Beginning Your stock options vested, your company sold, your RSUs hit. You’ve reached a financial milestone you worked years to achieve. Now what? Most executives and entrepreneurs treat a liquidity event as the end of the journey. The successful ones recognize it as the start of something bigger. […]
Strategic Philanthropy in a Changing Tax Landscape
Taxes & The Big Beautiful Bill Tax law changes have altered the charitable giving landscape. Recent legislation affects deduction limits, bunching strategies, and how donors can maximize both tax benefits and philanthropic impact. In this guide, we outline five foundational practices for effective philanthropy, particularly relevant as year-end giving decisions approach and new tax provisions […]
Why This 2016 Article Matters More Than Ever in 2025
How Economic Liberation Created the Great Enrichment Adam Smith published The Wealth of Nations in 1776. Nearly 250 years later, the principles he outlined still guide how we think about prosperity and human flourishing. Dr. Deirdre McCloskey’s 2016 Wall Street Journal essay builds on Smith’s foundation with a compelling thesis: ordinary people’s economic freedom, not […]
