This month, Nora was joined by Nic and Shaun for a webinar on investing beyond traditional markets, with focus on private equity. They explained how private equity works, the ways to access it, and the major trade-offs, including illiquidity, valuation uncertainty, high fees, leverage, tax complexity, and limited transparency. The session closed with practical questions […]
This educational webinar breaks down the fundamentals of equity compensation, exploring how Restricted Stock Units, stock options, and Employee Stock Purchase Plans can fit into an overall wealth strategy. Because tax implications and vesting schedules are often complex, the hosts emphasize the importance of reviewing your unique financial situation with a qualified professional before making
Understanding Your Equity Compensation: RSUs, Stock Options & More Read More »
https://youtu.be/pqxqU8RpIFU In this month’s Balance Wealth webinar, Bob Gavlak and Nic Gookin, Chief Investment Officer at Balance Wealth, walked through a planning strategy that may help investors diversify highly appreciated stock positions without immediately triggering capital gains taxes: the 351 exchange. Many investors eventually run into a “good problem”: they bought a stock years ago,
A Smarter Exit Strategy for Highly Appreciated Stocks: The 351 Exchange Read More »
https://youtu.be/1A_e8NFo_X8 If you give to charity every year, this is a strategy worth understanding. In this webinar, Bob Gavlak and Shaun Carney explain donor-advised funds in plain English and walk through how they may help families create more flexibility, improve tax efficiency, and support the causes they care about over time. They cover how donor-advised
Tax Time: Exploring Charitable Giving with Donor-Advised Funds Read More »
https://youtu.be/3Af8icDiUm8 In our monthly webinar, Bob Gavlak, Nic Gookin, and Ryan Mannen break down artificial intelligence in a practical, easy-to-understand way — without the hype and without the jargon overload. This conversation explores how AI is already impacting everyday life, business productivity, healthcare, education, transportation, and the broader economy. From chatbots and large language models
AI and the Future of the Economy Read More »
https://youtu.be/V0IKiKDj-dU In this 2026 Market Outlook webinar, we recap the biggest investing lessons from 2025 and break down what we’re watching in 2026—from stock valuations and AI headlines to bonds, interest rates, and the economic scorecard. We cover how markets handled a sharp drawdown (and why the best days often follow the worst), how diversification
2025 Investment Review & 2026 Outlook Read More »
https://youtu.be/EfaVAoKCJ68 With the holiday season upon us, scammers are ramping up their efforts. In this webinar, the Balanced Wealth team (Bob, Nora, and Nic) dives deep into the current landscape of financial fraud. We’re seeing an alarming influx of sophisticated scams targeting clients of all ages and wealth levels—from “wrong number” texts to complex AI
Don’t Get Scrooged: Avoiding Investment Scams Read More »
In this month’s webinar, Bob Gavlak and Nora Lamendola walk through the key financial moves to consider before December 31st so you can reduce surprises, optimize taxes, and head into 2026 with confidence. The team covers tax-loss harvesting, contributions, RMDs, capital gains/dividends, charitable giving, Roth conversions, and more—keeping everything high-level and easy to understand. The
Financial Clarity Before the Close: Smart Year-End Moves for 2025 Read More »
https://youtu.be/0WeSn-QYWS0 This month the Balance team teams up with Simple Medicare to unpack the Medicare “basics” that trip up most people turning 65—and plenty who keep working past it. Guest speaker Kevin Shay, retired CPA and independent insurance broker, joins Bob Gavlak, Shaun Carney, and Ryan Mannen to explain how Parts A, B, C (Advantage),
Choosing Wisely: Medicare Open Enrollment Basics | Balance Wealth Webinar Series Read More »
https://youtu.be/5ocFpRFW_gg This month the Balance Team breaks down the essentials of 1031 exchanges—a powerful tool for deferring taxes on investment real estate. The team covers the rules, deadlines, and requirements for a successful exchange, the role of a qualified intermediary, and the long-term benefits for investors. The conversation also explores Delaware Statutory Trusts (DSTs) as
