Trump Accounts 101: What Families Need to Know

Investment, Retirement, Webinar

Learn how Trump Accounts work, including eligibility, contributions, taxes, investments, withdrawals, and whether they fit your family’s financial plan. https://youtu.be/kfkK6OZuj1U Frequently Asked Questions: What exactly is a Trump account? It is a newly created investment vehicle structured as a traditional IRA for children under age 18. It is designed to encourage saving from a young […]

Trump Accounts 101: What Families Need to Know Read More »

Private Equity & Alternative Investments 101: Understanding Opportunities Beyond Traditional Markets

Investment, Retirement, Webinar

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

Private Equity & Alternative Investments 101: Understanding Opportunities Beyond Traditional Markets Read More »

Understanding Your Equity Compensation: RSUs, Stock Options & More

Financial Planning, Investment, Retirement, Webinar

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 »

A Smarter Exit Strategy for Highly Appreciated Stocks: The 351 Exchange

Webinar

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 »

EXPLORING CHARITABLE GIVING WITH DONOR ADVISED FUNDS

Tax Time: Exploring Charitable Giving with Donor-Advised Funds

Webinar

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 »

AI and the Future of the Economy

Webinar

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 »

Financial Clarity Before the Close: Smart Year-End Moves for 2025

Webinar

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 »

Scroll to Top