Category: Articles

Equity Compensation Explained: Tax and Planning Strategies for Stock Options, RSUs, ESPPs, and ESOPs

For many employees, compensation goes beyond a paycheck. Navigating the equity maze of stock options, restricted stock, employer stock purchase plans (ESPPs), and employer stock ownership plans (ESOPs) can feel overwhelming, but with the right strategies, you can make informed...

Trick or Triage: Surviving Financial Scares with a Solid Reserve Strategy

It’s that time of year when we lean into the thrill of fear—haunted houses, hayrides, scary movies, and spooky decorations fill our calendars and neighborhoods. But for many Americans, the real fright isn’t found in the dark – it’s hiding...

Capital Market Review – Third Quarter 2025

Key Takeaways Diversification remains the theme of the year. International stocks continue to outpace their U.S. counterparts, although U.S. stocks performed slightly better than their international peers last quarter. After quite a few years of lagging returns, U.S. small-cap stocks...

8 Smart Financial Steps to Take After a Job Loss to Help Regain Stability

Losing your job can be one of the most emotionally and financially disruptive events in life. Whether the layoff was unexpected or something you saw coming, the uncertainty that follows can feel overwhelming. If you’re wondering what to do financially...

Allegheny Financial Group Names Four Firm Partners

Pittsburgh, PA, July 14, 2025 — Allegheny Financial Group, a financial planning and investment management firm, has named four partners of the firm effective July 1, 2025: Trina Brown, CFP®, CSRIC®, CDFA®, Matthew Kelly, CFP®, Eric Matsko, CFP®, CTS®, and...

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