Liquidity Event Goal: Invest the net proceeds from my company equity in a way that aligns with my personal comfort level, preferences and tax status, now and over time.

Add to that, avoid unnecessary taxes often brought on by ‘rebalancing’ in the wrong accounts.

We filmed this in 2019. Today, with markets hitting new highs, its even more relevant. Thankfully, timeless principles of successful investing…don’t change.

So, how do we help clients match their investment plan to their mindset, while saving tax along the way?

Brandon Bol, MS, CFP, breaks it down (but dares tackle the maverick behind him)!

Disclaimer: For information purposes only and should not be interpreted as legal, tax or financial advice. Always consult your CPA/tax advisor/attorney (or reach out to us;) to discuss your specific situation. Past performance is no guarantee of future results.