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Our series of interactive and on-demand events covers topics to help you master
the world of personal finance.
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Guides & Resources

Explore white papers and our full library company-specific benefits explainers. This is our team’s best thinking on major planning topics.
New to investing? Start here.
Our go-to resources for everyone interested in investing. We believe unibased truths and clearly definined principles are the bedrock of smart decisions.
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Executive Compensation: Proactive Tax Planning to Maximize Your Wealth
Understanding your compensation package.
Your executive compensation is more than just a salary. This guide will help you optimize your total compensation package to reduce tax liabilities and…
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2024 Tax Planning Guide
Our latest tax planning guide includes key information on tax brackets, itemized deductions, and estate and gift tax limits.
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Wealth Management Alpha
For those considering the services of a financial advisor, evaluating both cost and value is important. Learn how to weigh these components through the…
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The Complete Guide to Financial Planning For Your Company’s IPO
When your company goes public, and you have any equity, it makes your financial planning more complex—or, as we like to think about it,…
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Blog

Everything from entry-level explainers to deep dive advice across the full spectrum of personal finance, plus Brighton Jones news, interesting stories, and more.
How Do RSUs Work? Maximize Your Restricted Stock Units
Oct 28, 2024 | 6 min read
How Do RSUs Work? Maximize Your Restricted Stock Units
Maximize your RSUs with essential tips on managing restricted stock units. Learn how to unlock their full potential for optimal financial gains.
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Brighton Jones Joins the Net Positive Consortium
Oct 25, 2024 | 2 min read
Brighton Jones Joins the Net Positive Consortium
Brighton Jones joins the Net Positive Consortium to make a difference not only where we work and live but also in the global community.
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The Tax Implications of Microsoft Stock Awards 
Oct 21, 2024 | 5 min read
The Tax Implications of Microsoft Stock Awards 
Understand the tax implications of Microsoft stock awards and minimize your tax burden. Learn about vesting, timing, and strategic planning.
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