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© 2020 Brickley Wealth Management
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Our Insights

Today’s markets, investment trends and financial strategies.
Featured

Concentrated Stock Diversification: How We Actually Work Through It

by Aaron Brickley CFP®, CPWA®

A concentrated stock position that has appreciated significantly carries real risk, and the tax bill is often what keeps people frozen in place. Working through it starts not with a strategy but with understanding your specific holdings, income, and goals, with the investment and tax work sitting at the same table.

Insight

Your Advisory Firm Changed Hands. Should You?

by Steve Brickley CPA
Insight

The $30 Million Window: Why Estate Planning Still Matters for Married Couples Under the New Exemption

by Aaron Brickley CFP®, CPWA®
Insight

What Do Mega-IPOs Like SpaceX Mean for Your Index Funds?

by Aaron Brickley CFP®, CPWA®
Featured

Benefits of Having a CPA and Financial Adviser Under One Roof

Knowing who to turn to for help managing your finances can be challenging. A Certified Public Accountant (CPA) is a trained professional specializing in accounting and tax-related matters.

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Why Burton Malkiel's Blueprint for High-Net-Worth Individuals Works

Learn the secrets of Burton Malkiel's investment strategies for high-net-worth individuals with Brickley Wealth Management.

Investing

Breaking Down the Success of “Unconventional Success” by David Swensen

The enduring strategies of 'Unconventional Success' by David Swensen and how they shape long-term investment approaches.

Investing

How Consumer Spending Supports the Economy and Markets

Dive into the significance of consumer spending in shaping the U.S. economy and its influence on economic trends and stock market dynamics.

Investing
Inflation
Financial Planning

How Loss Aversion and the Sequence of Returns Impact Investors

As the S&P 500 index surpasses 5,000, learn the critical principles of investing discipline and risk management to safeguard your financial future.

Financial Planning
Investing

What History Says About Markets Reaching All-Time Highs

Discover the significance of 2023's market highs and learn strategies for maintaining focus and investment discipline during these times.

Financial Planning
Investing

Retirement Realities: A Guide to a Secure Retirement Transition

As retirement approaches, understanding the psychological and financial shifts from saving to spending becomes crucial. Explore expert insights and strategies for managing this pivotal transition effectively.

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Estate Planning
Financial Planning
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