Gain Knowledge, Insight & More

Helping clients with their equity compensation – negotiating it, managing it strategically for maximum benefit, and winding down concentrated positions – is something we spend an increasing amount of time on. Here's what to know when it comes to thinking about, planning for, and managing your equity comp.

While the volatility tied to Russia-Ukraine may abate, conditions are certainly in place for other events to spur heightened investor sensitivity to risk.

What does racial equity investing mean? How can you invest for racial equity? And why does it matter? We discuss how to align your values and your investments and why it's important.