Category: Blog

Understanding the 83(b) Election: A Guide for Startup and Tech Employees

In the dynamic world of startups and tech companies, equity compensation is a common way to attract and retain top talent. Among the various forms of equity compensation, restricted stock is often a key component. When you receive restricted stock, understanding the tax implications is crucial. One important tax strategy to consider is making an […]

Reflections from My First NAPFA Conference

Having recently transitioned from the investment management industry to my new role as an advisor with Pioneer, I was thrilled to have the opportunity to attend my first NAPFA conference earlier this month. The National Association of Personal Financial Advisors – NAPFA for short – is the primary non-profit organization dedicated to advocating for fee-only, fiduciary […]