Client Services: Secret Powerhouse of Wealth Architects
Aug 20, 2021
“Year-Ends Without Dead-Ends” Spotlight on COO, Jina Yi, as told by Wealth Architect Tyler Scott Jina’s motto is no dead ends. No challenge is insurmountable to her. I’ll always remember the small miracle she performed for our client on December 31st, 2019. Every year, there is a flurry of financial activity clients wants to complete
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Wealth Architects’ Coming of Age
Jul 28, 2021
On June 25th , Wealth Architects turned 16. It is hard to believe we have reached adolescence as it seems like it was just yesterday that we opened our doors. In many cultures the coming of age is an important milestone – the transition between childhood and adulthood which can often be a very meaningful yet difficult transition. Reflecting on our anniversary, I am struck how similar this transition is now for Wealth Architects.
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Perspectives on Diversity and Inclusion from a Wealth Architect
Jun 10, 2021
Despite facing enduring discrimination and hardship, the entrepreneurial pursuits of Leigh’s grandparents never wavered and they set an example that inspired her work ethic and dedication to helping others. We sat down with Leigh to learn more. How did you decide to become a financial planner? My parents urged me to become a dentist like
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10-Point Framework for Family Money Conversations
May 18, 2021
At Wealth Architects, we hold a “University” every year where we dive deep into subjects that help our clients live wealthier lives beyond just financial stability. Years back, we created a 10-point framework for navigating family money conversations. We’re seeing an increase in the need for more family money conversations today, and hope this framework provides some clarity.
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“I Love it When a Plan Comes Together!”
May 10, 2021
Hurrah! After a very tumultuous year, Q1 2021 provided many equity investors plenty to smile about. Globally, stocks continued their upward trajectory. Unlike most of last year, however, large-growth stocks did not appear to drive the returns. Instead, we saw value and small companies come roaring back. Today we’ll review last quarter’s equity returns, explain what might be driving up value and small stocks, and examine whether we are at the start of a long-term trend.
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The Financial & Psychological Considerations of Executive Compensation Plans
Apr 12, 2021
Tyler Scott CFA CFP©, one of our longest-serving Wealth Architects, has been helping Silicon Valley leaders navigate the ins and outs of their executive stock compensation plans for two decades. These plans can be sprawling and nuanced, so we asked Tyler to be part of this Q&A and share some insights he has gleaned from his work in this area, specifically regarding the financial and psychological factors at play when navigating concentrated financial wealth.
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Q4 2020: Year in Review
Feb 22, 2021
Where to begin in a review of 2020? A global pandemic. An oil price collapse. An impeachment trial. A market crash. Wildfires on the West Coast. Floods on the East Coast. Lockdowns. Mass unemployment. Olympic Games postponed. Nationwide civil-rights protests. A contested election. Even murder hornets. One could be forgiven for expecting an investment review
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My company went public and I now have a lot of stock. How do I set myself up for success?
Jan 05, 2021
For those with a large position in a publicly-traded company, it’s rarely straightforward to simply diversify. What if the stock appears to have much better prospects for growth than the market? What if there are complex tax implications for selling the stock? What if selling the stock creates a perception problem with company employees or
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Invest Your Values
Oct 30, 2020
When we experience stress, we often get the impulse to “do something” to help relieve it. As citizens, we can vote for leaders who share our values. As capitalists, we can invest our money in companies that share our values. Indeed, aligning one’s investments with one’s values is a core piece of our work at
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