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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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Secure Your Children's Future: The Importance of Trust and Estate Planning

Every now and then we come across high earners that have children but no trust/estate plan in place. This is problematic, costly, and time consuming if something happens to the parents.

Financial Planning
Investing
Tax Planning
Estate Planning

Charitable Giving and Tax Benefits: Understanding Donor Advised Funds

Discover the art of giving smartly with Donor Advised Funds. Learn how you can support your favorite charities while enjoying tax benefits in our latest article.

Financial Planning

Understanding the Emotional Role of Financial Advisors: A Morningstar Study Explained

Research reveals the blend of emotional considerations in hiring financial advisors. Beyond mere monetary guidance, it's about understanding life's pivotal decisions.

Financial Planning
Financial Uncertainty
Investing

Why College Planning Is a Core Part of Any Financial Plan

Exploring College Planning: Navigating Costs, Benefits, and Financial Strategies

Financial Planning

Maximizing Company Equity: 10 Factors to Optimize with CPA and Financial Advisor Insights Part 2

Explore the second part of our blog series on maximizing company equity. Dive into the essential strategies for optimizing equity compensation with a CPA and financial advisor. Empower your financial future with insights from Brickley Wealth.

Financial Planning
Stock Options
Tax Planning

Maximizing Company Equity: 10 Factors to Optimize with CPA and Financial Advisor Insights Part 1

Discover how to harness the potential of your company equity with our comprehensive guide. See how partnering with financial advisors and CPAs can optimize equity compensation, tax strategies, and long-term financial planning.

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The information provided is for informational purposes only and is not intended as investment, tax, or legal advice. The content is based on sources believed to be reliable, and reasonable due diligence is conducted; however, accuracy and completeness cannot be guaranteed and information is subject to change without notice. Past performance is no guarantee of future returns. Investing involves risk, including possible loss of principal.

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